USRTX Mutual Fund

USRTX Mutual Fund (Horizon Multi-Factor US Equity Fund Advisor class) is managed by Horizon Funds with $16.9M in net assets. USRTX expense ratio is 1.17%, holding 162 positions across sectors including Information Technology, Industrials, Health Care. Inception date: 2020-01-31.

USRTX performance shows a YTD return of 10.65%. The 1-year return is 12.44% and the 5-year return is 9.99%. USRTX dividend yield stands at 6.10%, paid annually.

USRTX top holdings include Microsoft Corp (5.3%), Berkshire Hathaway Inc Brk/B Us Equity (5.1%), Apple Inc (5.0%), Alphabet Inc,class A (5.0%), NVIDIA Corp (4.6%). Go to all USRTX holdings, USRTX sectors, or USRTX dividends.

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