HSMBX Mutual Fund

HSMBX Mutual Fund (Horizon Multi-Factor Small/Mid Cap Fund Advisor Class) is managed by Horizon Funds with $7.0M in net assets. HSMBX expense ratio is 1.24%, holding 297 positions across sectors including Financials, Industrials, Energy. Inception date: 2023-03-07.

HSMBX performance shows a YTD return of 17.35%. The 1-year return is 26.20%. HSMBX dividend yield stands at 0.23%, paid annually.

HSMBX top holdings include Synnex Technology International Co (1.9%), Ovintiv Inc. (1.6%), United Therapeutics Corp (1.6%), Neurocrine Biosciences Inc (1.4%), Permian Resource (1.4%). Go to all HSMBX holdings, HSMBX sectors, or HSMBX dividends.

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