Horizon Defined Risk Advisor (HADRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Horizon Defined Risk Advisor
Charlotte, North Carolina 28277
13024 Ballantyne Corporate Place, Suite 225
Horizon Funds
(704) 544-2399
Management information
Zachary F. Hill,Lead manager since 17 February 2022
Mr. Hill is part of the Investment Management division at Horizon Investments focusing on and providing investment insight on a broad range of asset allocation decisions from a global macro and derivatives perspective. Prior to joining Horizon in 2019, Mr. Hill served as a Senior Portfolio Analyst for Cold Spring Asset Management in New York from July 2016 to January 2017 and was a director within the foreign exchange option trading group at Wells Fargo in New York from 2010 to 2016. Mr. Hill began his career at Wachovia, acquired by Wells Fargo in 2008, in Charlotte in the FX Division. Mr. Hill holds a BA in Economics and a BA in Physics from the University of Virginia. Mr. Hill is also a CFA ® Charterholder.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryOptions Trading
Fund familyHorizon Investments
Net assets576.3M
YTD return3.56%
Yield0.08%
Morningstar rating★★★
Inception date1 Feb 2018
Fund operations
Last dividend0.05
Last cap gain13.00
Holdings turnover3.00%
Average for categoryN/A
Fees and expenses
ExpenseHADRXCategory average
Annual report expense ratio (net)1.44%1.20%
Prospectus net expense ratio1.44%N/A
Prospectus gross expense ratio1.44%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.52%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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