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Horizon Active Dividend Investor HNDDX

Quantitative rating as of
  • NAV / 1-Day Return 59.95  /  0.13 %
  • Total Assets 103.2 Mil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.17%
  • Turnover 222%

Morningstar’s Analysis HNDDX

Will HNDDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Horizon Active Dividend Investor to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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