HNDRX

About HNDRX

Horizon Defined Risk Fund Investor Class is an actively managed mutual fund designed to pursue both capital appreciation and capital preservation. The fund primarily invests in a diversified portfolio of large-cap U.S. equities and applies a sophisticated options overlay strategy, specifically using options "collars." This involves simultaneously buying put options and writing call options on broad equity indices, seeking to cushion downside risk and smooth overall returns. The fund’s approach aims to capture much of the growth potential of the equity market while deliberately limiting volatility and exposure to significant losses. Its holdings feature prominent technology, consumer, and financial stocks, with top allocations to companies such as Apple, Microsoft, and NVIDIA. Launched in 2017, this fund plays a notable role for investors seeking an equity-oriented investment with embedded risk mitigation techniques, leveraging active management to dynamically adjust option exposures in response to changing market conditions. Horizon Defined Risk Fund Investor Class is commonly utilized by those aiming to participate in the performance of U.S. large-cap equities while striving to minimize the impact of major market downturns.