USRTX Horizon U.S. Defensive Equity Fund Advisor Class

This is an open ended mutual fund. The investment seeks to capture the majority of the returns associated with domestic equity market investments, while mitigating downside risk through use of a risk overlay strategy. The fund seeks to achieve its investment objective by investing primarily in large and mid-cap U.S. common stocks; and employs defensive techniques, including strategic portfolio positioning, to achieve lower overall volatility as compared to the market generally. The fund will invest not less than 80% of the value of its net assets in the securities of U.S. companies.

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As of 07/27/2021


Mutual Fund Information
Sponsor:     Horizon Funds
Category1:  Asset Allocation
Category2:  US
Category3:  Moderate
Morningstar category:  Allocation--85%+ Equity
Investment style: Actively managed
Leverage factor:  1.00
Inception date:     06/26/2019
Market cap:     $410,000
Current yield:     0.24%
Fees:     0.0000%
All SEC Filings:  SEC Edgar Online
Summary Prospectus:  497
Semi-Annual filings:  N-CSR
Quarterly holdings:  NPORT
CUSIP:  44053A796
ISIN:    US44053A7963
Investment style: Actively managed

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