HSMIX Mutual Fund

HSMIX Mutual Fund

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Fund Essentials - as of May 31, 2026

Net Assets
-
Expense Ratio
0.97%
Dividend Yield (Current)
-
Holdings
297
Inception Date
Dec 19, 2022
Fund Family
Horizon Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

Asset Allocation

Stocks: 99.67%
Other: 0.33%
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Top Holdings

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TickerNameWeight
SNXSynnex Technology International Co1.91%
OVVOvintiv Inc.1.62%
UTHRUnited Therapeutics Corp1.60%
NBIXNeurocrine Biosciences Inc1.42%
PRPermian Resource1.41%
Top 10 Concentration: 14.50%Report Date: May 31, 2026
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

HSMIX Mutual Fund Overview

HSMIX Mutual Fund (Horizon Multi-Factor Small/Mid Cap Fund Institutional Class) is managed by Horizon Funds. HSMIX expense ratio is 0.97%, holding 297 positions across sectors including Financials, Industrials, Energy. Inception date: 2022-12-19.

HSMIX performance shows data across multiple time periods..

HSMIX 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 HSMIX holdings, HSMIX sectors, or HSMIX dividends.

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