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Horizon Defined Risk Fund - Advisor Class: (MF: HADRX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:53 PM ET

$84.53 USD

+0.09 (0.11%)

Zacks MF Rank

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.09 50
3 months 1.40 49
6 months 5.09 53
1 Year 10.53 71
3 Year 12.98 73
5 Year 8.61 68
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 10.61
5 Year 8.45
10 Year NA
Since Inception 7.58

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.04 5.41 3.90 2.05
2024 4.47 3.40 4.24 2.33
2023 4.16 4.37 -0.53 6.13
2022 -4.86 -7.52 -1.19 4.51
2021 0.65 4.36 0.80 6.60

Annual Return

20262025202420232022202120202019
% Total Return 1.0910.6115.2414.77-9.1412.897.0613.04
% Total Return Rel to Index -0.35-7.60-9.77-11.479.05-15.78-11.33-18.44
% Total Return Rel to Peer -0.43-2.10-4.14-8.2210.55-9.16-12.85-15.37
% Perf Quintile vs Peer* 3.004.000.004.002.005.004.005.00
% Dividends 0.000.030.010.050.070.070.220.24
% Yield 0.000.040.010.050.120.110.380.43
Capital Gains ($) 0.000.000.000.000.730.000.000.00
Expense Ratio 0.001.171.501.601.261.201.190.00

* 1 = Top 20%, 5 = Bottom 20%