HADUX Mutual Fund

HADUX Mutual Fund (Horizon Equity Premium Income Fund Advisor Class) is managed by Horizon Funds with $2.9M in net assets. HADUX expense ratio is 1.24%, holding 200 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2017-06-20.

HADUX performance shows a YTD return of 12.87%. The 1-year return is 13.82% and the 5-year return is 10.90%. HADUX dividend yield stands at 8.59%, paid monthly.

HADUX top holdings include Microsoft Corp (7.0%), Apple Inc (6.5%), NVIDIA Corp (6.3%), Alphabet Inc,class A (5.0%), Amazon.com Inc (3.1%). Go to all HADUX holdings, HADUX sectors, or HADUX dividends.

HADUX can be compared against other funds. Use HADUX overlap to find shared positions, or HADUX vs another fund for a side-by-side view. HADUX alternatives are available via the screener, along with tax-loss harvesting opportunities.