Horizon Multi-Factor U.S. Equity Fund Investor Class (USRAX)

Overview

This fund is designed for investors looking to gain exposure to large and mid-cap U.S. common stocks, with a strategy that aims to reduce overall market volatility. The focus is primarily on investing in the equity securities of U.S. companies, adhering to a principle of maintaining at least 80% of the fund's net asset value in such investments. The fund employs defensive strategies, including strategic portfolio positioning, to safeguard against market downturns and achieve its investment objective.

Products and Services

• Investment in Large and Mid-cap U.S. Common Stocks

  The core of the fund's strategy is its investment in a diversified portfolio of large and mid-cap U.S. common stocks. This selection aims to tap into the growth potential of established companies while also finding value in mid-sized firms with growth opportunities. By focusing on these segments, the fund seeks to provide exposure to key sectors of the U.S. economy, potentially leading to robust returns over time.

• Defensive Investment Techniques

  To mitigate the risk of significant market fluctuations, the fund employs defensive investment techniques. These include strategic portfolio positioning, which involves selecting securities and sectors believed to be less susceptible to broad market declines. The goal is to lower the fund's overall volatility relative to the general market, aiming to protect investors' capital during periods of uncertainty. This approach is particularly appealing to risk-averse investors who seek to participate in the equity markets while minimizing downside risk.