About USRTX
The Horizon Multi-Factor U.S. Equity Fund Advisor Class is a mutual fund focused on capital appreciation through a diversified portfolio of primarily large- and mid-cap U.S. common stocks. Managed using a combination of active decision-making and quantitative modeling, this fund strives to deliver a balance between participation in U.S. equity market growth and reduced volatility. Its strategy leverages a flexible, opportunistic approach, incorporating a range of investment factors—including growth, value, momentum, quality, size, and volatility—to dynamically allocate assets across sectors and companies.
A notable aspect of this fund is its defensive orientation, aiming to provide downside protection in declining markets while potentially lagging traditional equity benchmarks during strong upward trends. Its portfolio is concentrated in leading sectors such as technology, communication services, and financials, with top holdings typically including large, well-known companies. The fund’s management favors tactical adjustments to respond to changing market conditions, aiming to optimize the risk/return profile for investors seeking a less volatile equity exposure. The Advisor Class has a higher expense ratio compared to many peers, reflecting the active management and specialized strategies employed.
Fund Family Horizon Investments
Category Large Blend
Performance Rating Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol USRTX
Share Class Advisor Class
Index S&P 500 TR
USRTX had a total return of 14.09% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.55%.
