Horizon Multi-Factor Small/Mid Cap Fund Advisor Class (HSMBX)

Overview

This fund is designed to cater to investors looking for exposure to small and mid-cap U.S. equity securities. With a strategic focus on companies that fall within the range of the S&P 600 and S&P 400 indices, it aims to offer a balanced investment solution. The fund places a strong emphasis on achieving lower overall volatility through defensive techniques and strategic portfolio positioning, setting it apart from broader market offerings. By pledging to invest at least 80% of its net asset value in the equity securities of these small to mid-sized U.S. issuers, it demonstrates a committed approach to its investment niche.

Products and Services

The fund's investment approach is characterized by two main strategies:

• Investment in Small and Mid-Cap U.S. Equity Securities: The cornerstone of the fund's strategy is its focus on investing primarily in companies classified within the small and mid-cap spectrum, specifically those aligning with the S&P 600 and S&P 400 indices. This focus targets the potential for growth and value found within this segment of the market, aiming to deliver strong returns to its investors.
• Defensive Investment Techniques: Understanding the inherent volatility of small and mid-cap investments, the fund employs a variety of defensive techniques to safeguard against market downturns. These strategies include strategic portfolio positioning and other risk mitigation tactics designed to lower overall volatility in comparison to the market. This approach seeks to provide a more stable investment option for those concerned with market fluctuations.