Horizon Multi-Factor U.S. Equity FundUSRTX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$736.9M
Expense ratio
1.17%
1-year return
+15.4%
3 years, a year
+17.5%
5 years, a year
+12.2%
Holdings
160
What it aims to do.
The investment objective of the Horizon Multi-Factor U.S. Equity Fund (the Multi-Factor U.S. Equity Fund or the Fund) is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 5.33% |
| AAPL Apple Inc | 4.60% |
| NVDA NVIDIA Corp | 4.58% |
| MSFT Microsoft Corp | 3.71% |
| AVGO Broadcom Inc | 3.60% |
| BRK-B Berkshire Hathaway Inc | 3.44% |
| LLY Eli Lilly & Co | 2.60% |
| JNJ Johnson & Johnson | 2.60% |
| MU Micron Technology Inc | 2.35% |
| XOM Exxon Mobil Corp | 1.79% |
More on USRTX.
- USRTX overview
- USRTX holdings
- USRTX risk
- USRTX costs
- USRTX money in and out
- USRTX share classes
- Compare USRTX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.