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Horizon Spin Off And Corporate R: (MF: LSHAX)

(MF) As of Aug 28, 2015 06:05 PM ET

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$9.16 USD

+0.06 (0.66%)

Zacks MF Rank : NA - NA [?]

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jul 31, 2015

Total Return %* Percentile Rank Objective
YTD -1.01 89
3 months -4.30 86
6 months 2.19 81
1 Year -6.94 92
3 Year 14.34 43
5 Year 11.46 47
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for LSHAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Not Rated
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 20.14
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 7/31/2015 14.60
%Turnover 7/31/2015 40.00

Risk

3 Year 5 Year 10 Year
Beta 1.22 1.26 NA
Alpha -5.82 -7.32 NA
R Squared 0.63 0.77 NA
Std. Dev. 13.15 16.76 NA
Sharpe 1.16 0.77 NA

Sector / Country Weightings

As of 7/31/2015 % of Portfolio
United States 93.81
Canada 5.55
Hong Kong 0.64

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2015)
% of Portfolio Value (Mil$)
HOWARD HUGHES CORP THE 10.60 8.37
ICAHN ENTERPIRSES LP 7.47 5.90
TEXAS PACIFIC LAND TRUST 5.88 4.64
JARDEN CORP 5.66 4.47
STARZ 3.92 3.10
TRI POINTE HOMES INC 3.42 2.70
HERTZ GLOBAL HOLDINGS INC 2.59 2.04
TRIBUNE COMPANY NEW 2.56 2.02
EBAY INC 2.54 2.00

Stock Holding % of Net Assets

As Of 4/30/2015
Total Issues NA
Avg. P/E 27.76
Avg. P/Book 6.21
Avg. EPS Growth 11.29
Avg. Market Value (Mil $) 10,283

Allocation

% of Portfolio
Large Growth 15.74
Large Value 17.86
Small Growth 9.44
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 33.25