USRTX Mutual Fund

USRTX Mutual Fund (Horizon Multi-Factor US Equity Fund Advisor class) is managed by Horizon Funds with $5.4M 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 8.45%. The 1-year return is 15.54% and the 5-year return is 10.30%. USRTX dividend yield stands at 6.23%, 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 (5.3%). 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.