About DHANX
Centre American Select Equity Fund Investor Class is an open-end mutual fund that primarily targets long-term capital growth by investing at least 80% of its assets in equity securities of large capitalization U.S. companies. The fund is diversified across major sectors, with notable concentrations in technology, consumer discretionary, healthcare, and communication services. Its portfolio typically includes widely recognized firms such as Apple, NVIDIA, Microsoft, Amazon, and Johnson & Johnson, as well as allocations to exchange-traded funds like the iShares 20+ Year Treasury Bond ETF. Designed to mirror the U.S. equity market's size, growth rates, and pricing, this fund falls into the "Large Blend" Morningstar category, with a blend of growth and value attributes. It maintains a relatively high portfolio turnover—around 81%—and a substantial portion of assets in its top holdings. Known for a higher expense ratio compared to peers, Centre American Select Equity Fund Investor Class plays a significant role for investors and institutions seeking diversified, actively managed exposure to leading U.S. equities within a single vehicle.
Fund Family Horizon Investments
Category Large Blend
Performance Rating High
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol DHANX
Share Class Investor Class
Index S&P 500 TR
DHANX had a total return of 33.98% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.11%.
