HSMBX Mutual Fund
HSMBX Mutual Fund
Horizon Multi-Factor Small/Mid Cap Fund Advisor Class
HSMBX Mutual Fund Overview
HSMBX Mutual Fund (Horizon Multi-Factor Small/Mid Cap Fund Advisor Class) is managed by Horizon Funds with $6.4M in net assets. HSMBX expense ratio is 1.24%, holding 302 positions across sectors including Industrials, Financials, Unknown. Inception date: 2023-03-07.
HSMBX performance shows a YTD return of 16.34%. The 1-year return is 25.52%. HSMBX dividend yield stands at 0.24%, paid annually.
HSMBX top holdings include Ciena Corp (2.9%), TechnipFMC PLC|1012 (2.4%), United Therapeutics Corp (2.0%), Curtiss-wright Corp (1.9%), Coca-cola Consolidated Inc (1.5%). View all HSMBX holdings, sector breakdown, or dividend history.
HSMBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HSMBX alternatives are available via the screener, along with tax-loss harvesting opportunities.