About HSMBX
Horizon Multi-Factor Small/Mid Cap Fund Advisor Class is an actively managed mutual fund designed to achieve capital appreciation through investments in small- and mid-cap U.S. equity securities. The fund utilizes a disciplined, multi-factor approach that incorporates both active management and quantitative models to allocate assets among issuers, sectors, and investment factors such as growth, value, momentum, quality, size, and volatility. Its strategy aims to construct a portfolio with lower overall volatility compared to the broader market by diversifying across stocks that demonstrate strong fundamentals, including high profitability, stable earnings, low price variability, attractive valuation, and positive price trends. The fund typically selects securities within the capitalization ranges of the S&P 600 and S&P 400 indices, reflecting its focus on smaller and mid-sized companies. Managed by Horizon, the fund seeks to offer investors exposure to segments of the market that may benefit from systematic factor-based selection and risk management, making it a relevant choice within the small blend mutual fund category for those seeking diversified access to U.S. small and mid-cap equities.
Fund Family Horizon Investments
Category Small Blend
Performance Rating High
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol HSMBX
Share Class Advisor Class
HSMBX had a total return of 22.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 18.50%.
