About HSMNX
The Horizon Multi-Factor Small/Mid Cap Fund Investor is an actively managed mutual fund that primarily targets small and mid-cap U.S. equity securities. Its main objective is capital appreciation, achieved by investing in companies typically found within the ranges of the S&P 600 and S&P 400 indices. The fund employs a multi-factor, quantitative investment approach that diversifies across securities with strong fundamentals, such as high profitability, stable earnings, low price variability, attractive valuations, and positive price trends. In addition to growth-oriented stock selection, the fund uses defensive strategies and strategic portfolio positioning to reduce overall volatility relative to the broader market. The portfolio is diversified across sectors including financial services, industrials, consumer defensive, healthcare, and basic materials. Managed by Horizon, this fund serves investors seeking exposure to dynamic and potentially higher-growth segments of the U.S. equity market, while emphasizing risk management and disciplined selection for a balanced approach to small and mid-cap investing.
Fund Family Horizon Investments
Category Small Blend
Performance Rating High
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol HSMNX
Share Class Investor Class
HSMNX had a total return of 21.54% in the past year, including dividends. Since the fund's
inception, the average annual return has been 20.31%.
