HNDDX : Horizon Active Dividend Fund Investor Class

HNDDX is a US Stocks Market Large Value with HIGH fees.

HNDDX

Horizon Active Dividend Fund Investor Class

FI Score

27 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

8 /10

Market Size

2 /10

27% FI Score
  • hnddx
  • Mutual Fund
  • US Stocks
  • Large Value

Horizon Active Dividend Fund Investor Class

Expenses: 1.09% (Better than 0% of similar funds)

This is a bad choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation and current income. The adviser seeks to achieve the fund's investment objective by investing primarily in the equity securities of U.S. and foreign dividend paying companies. Equity securities include common and preferred stock, convertible debt securities, ADRs, and REITs. It will invest not less than 80% of the value of its net assets in "dividend paying securities", which the Adviser defines as equity securities that have paid a dividend in the prior 12 calendar months or that the Adviser believes are reasonably likely to pay a dividend in the 12 calendar months following the fund's acquisition of the security.

Largest Holdings

Amount Holding
3.09% Nippon Telegraph & Telephone Corp ADR
3.07% Novartis AG ADR
2.82% Pfizer Inc
2.56% Reckitt Benckiser Group PLC ADR
2.53% Verizon Communications Inc
2.41% Merck & Co Inc
2.33% Cardinal Health Inc
2.32% Roche Holding AG ADR
2.29% Johnson & Johnson
2.23% Siemens AG ADR
2.15% Unilever PLC ADR
2.14% Philip Morris International Inc
2.10% 3M Co
2.10% AbbVie Inc
2.08% AT&T Inc
2.03% Lockheed Martin Corp
2.03% International Flavors & Fragrances Inc
2.02% JM Smucker Co
2.01% Coca-Cola Co
1.90% Campbell Soup Co
1.80% General Mills Inc
1.79% Kellogg Co
1.75% Kinder Morgan Inc Class P
1.63% Williams Companies Inc
1.58% CF Industries Holdings Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo