Horizon Spin-off and Corporate Restructuring Fund

Scorecard
3 / 5 Stars
Lipper
5 5 2 3 3
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.88 percent over the past year, 16.21 percent over the past three years, and 16.89 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.0%
1 Year 23.9%
3 Years (Annualized) 16.2%
5 Years (Annualized) 16.9%
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve long-term growth of capital. Under normal market conditions, the fund will pursue its investment objective by investing at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, and parents of any such companies. It may invest in any size company, including small- and medium-sized companies, and further may invest in companies which are financially distressed. The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
Horizon Spin-off and Corporate Restructuring Fund has an expense ratio of 1.25 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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Mid-Cap Growth Funds

Highest Returns (10-year)

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