USRTX Mutual Fund
USRTX Mutual Fund
Horizon Multi-Factor US Equity Fund Advisor class
USRTX Mutual Fund Overview
USRTX Mutual Fund (Horizon Multi-Factor US Equity Fund Advisor class) is managed by Horizon Funds with $8.8M in net assets. USRTX expense ratio is 1.17%, holding 159 positions across sectors including Information Technology, Health Care, Communication Services. Inception date: 2020-01-31.
USRTX performance shows a YTD return of 8.94%. The 1-year return is 16.74% and the 5-year return is 10.97%. USRTX dividend yield stands at 6.20%, paid annually.
USRTX top holdings include Alphabet Inc Common Stock USD 0.001 (5.9%), Apple, Inc (5.7%), Nvidia Corp. (5.4%), Micron Technology, Inc. (5.3%), Microsoft Corp 4.100 Feb 06 37 (5.3%). View all USRTX holdings, sector breakdown, or dividend history.
USRTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. USRTX alternatives are available via the screener, along with tax-loss harvesting opportunities.