USRTX Mutual Fund
USRTX Mutual Fund
USRTX Mutual Fund
Horizon Multi-Factor US Equity Fund Advisor class
USRTX Mutual Fund Overview
USRTX Mutual Fund (Horizon Multi-Factor US Equity Fund Advisor class) is managed by Horizon Funds with $5.3M in net assets. USRTX expense ratio is 1.17%, holding 161 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 2020-01-31.
USRTX performance shows a YTD return of 10.19%. The 1-year return is 15.77% and the 5-year return is 10.00%. USRTX dividend yield stands at 6.13%, paid annually.
USRTX top holdings include Micron Technology, Inc. (6.2%), Alphabet Inc,class A (5.5%), Apple, Inc (5.2%), Nvidia Corp (5.1%), Microsoft Corp (4.3%). 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.