Horizon Defined Risk Fund Quote
| HADRX Fund | USD 86.06 0.09 0.10% |
PerformanceFair
| Odds Of DistressLow
|
Horizon Defined is trading at 86.06 as of the 15th of February 2026; that is 0.10 percent up since the beginning of the trading day. The fund's open price was 85.97. Horizon Defined has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 17th of November 2025 and ending today, the 15th of February 2026. Click here to learn more.
The funds investment adviser seeks to achieve the funds investment objective by investing in a broadly diversified portfolio of equity securities , while seeking to generate income, hedge volatility and reduce the downside risk of the Equity Portfolio by buying and selling put and call options . More on Horizon Defined Risk
Moving together with Horizon Mutual Fund
Horizon Mutual Fund Highlights
| Fund Concentration | Horizon Investments Funds, Large Blend Funds, Options Trading Funds, Options Trading, Horizon Investments, Large Blend, Options Trading (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 29th of March 2025 |
| Fiscal Year End | November |
Horizon Defined Risk [HADRX] is traded in USA and was established 15th of February 2026. Horizon Defined is listed under Horizon Investments category by Fama And French industry classification. The fund is listed under Options Trading category and is part of Horizon Investments family. This fund currently has accumulated 964.44 M in assets under management (AUM) with no minimum investment requirementsHorizon Defined Risk is currently producing year-to-date (YTD) return of 0.53% with the current yeild of 0.0%, while the total return for the last 3 years was 12.06%.
Check Horizon Defined Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Horizon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Horizon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Horizon Defined Risk Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Horizon Defined Risk Risk Profiles
| Mean Deviation | 0.3082 | |||
| Semi Deviation | 0.4568 | |||
| Standard Deviation | 0.4246 | |||
| Variance | 0.1803 |
Horizon Defined Against Markets
Horizon Mutual Fund Analysis Notes
The fund retains about 6.19% of assets under management (AUM) in cash. Horizon Defined Risk last dividend was 0.23 per share. Large Blend To learn more about Horizon Defined Risk call the company at 855-754-7932.Horizon Defined Risk Investment Alerts
| Latest headline from news.google.com: 1.5 million in Measure P funds embezzled from Fresno Arts Council, city says - ABC30 Fresno | |
| The fund retains about 6.19% of its assets under management (AUM) in cash |
Top Horizon Defined Risk Mutual Fund Constituents
| AAPL | Apple Inc | Stock | |
| AMZN | Amazon Inc | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| FXFXX | First American Funds | Money Market Fund | |
| GOOG | Alphabet Inc Class C | Stock | |
| GOOGL | Alphabet Inc Class A | Stock | |
| JNJ | Johnson Johnson | Stock | |
| JPM | JPMorgan Chase Co | Stock | |
| MSFT | Microsoft | Stock | |
| NVDA | NVIDIA | Stock | |
| TSLA | Tesla Inc | Stock | |
| V | Visa Class A | Stock | |
| WMT | Walmart Common Stock | Stock |
Horizon Defined Outstanding Bonds
Horizon Defined issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Horizon Defined Risk uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Horizon bonds can be classified according to their maturity, which is the date when Horizon Defined Risk has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| Valero Energy Partners Corp BondUS91914JAA07 | View |
Horizon Defined Predictive Daily Indicators
Horizon Defined intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Horizon Defined mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 86.06 | |||
| Day Typical Price | 86.06 | |||
| Price Action Indicator | 0.045 | |||
| Period Momentum Indicator | 0.09 |
Horizon Defined Forecast Models
Horizon Defined's time-series forecasting models are one of many Horizon Defined's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Horizon Defined's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Horizon Mutual Fund
Horizon Defined financial ratios help investors to determine whether Horizon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Horizon with respect to the benefits of owning Horizon Defined security.
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