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Horizon Funds (HBTA)
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Upturn Advisory Summary
08/14/2025: HBTA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 11.59% | Avg. Invested days 41 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 18.71 - 25.53 | Updated Date 06/6/2025 |
52 Weeks Range 18.71 - 25.53 | Updated Date 06/6/2025 |
Upturn AI SWOT
Horizon Funds
ETF Overview
Overview
Horizon Funds encompasses a range of ETFs designed to provide investors with targeted exposure to various market segments, employing diverse investment strategies to achieve specific investment objectives.
Reputation and Reliability
The issuer's reputation and reliability depend on the specific Horizon Funds ETF in question. Further information required on which ETF is being analysed.
Management Expertise
The management expertise varies depending on the specific ETF within the Horizon Funds family. Further information required on which ETF is being analysed.
Investment Objective
Goal
The primary investment goal varies depending on the specific ETF within the Horizon Funds family. Each fund aims for distinct outcomes, ranging from capital appreciation to income generation.
Investment Approach and Strategy
Strategy: The investment strategy is tailored to each Horizon Funds ETF, encompassing index tracking, active management, sector-specific focus, and thematic investing.
Composition The asset composition varies significantly among Horizon Funds ETFs, including stocks, bonds, commodities, derivatives, or a blend, depending on the fund's objective.
Market Position
Market Share: Data on the market share of a generic 'Horizon Funds' is not available. Specify the Horizon Funds ETF.
Total Net Assets (AUM): Data on the total net assets of a generic 'Horizon Funds' is not available. Specify the Horizon Funds ETF.
Competitors
Key Competitors
- Please specify a Horizon Funds ETF to populate the competitor list
Competitive Landscape
The competitive landscape varies significantly for each specific Horizon Funds ETF. Advantages and disadvantages depend on the fund's strategy, holdings, and market conditions.
Financial Performance
Historical Performance: Historical performance data varies for each specific Horizon Funds ETF. Performance should be reviewed over different time periods (e.g., 1 year, 3 years, 5 years, 10 years, since inception).
Benchmark Comparison: The benchmark comparison varies for each Horizon Funds ETF. Specify Horizon Funds ETF for an effective comparison.
Expense Ratio: The expense ratio varies for each Horizon Funds ETF. Specify the ETF to populate this with data.
Liquidity
Average Trading Volume
The average trading volume depends on the specific Horizon Funds ETF and can fluctuate based on market interest.
Bid-Ask Spread
The bid-ask spread varies depending on the specific Horizon Funds ETF and market conditions; narrower spreads indicate higher liquidity.
Market Dynamics
Market Environment Factors
Market environment factors affecting Horizon Funds vary significantly based on the specific ETF and its underlying investments.
Growth Trajectory
The growth trajectory depends on the specific Horizon Funds ETF and is influenced by market conditions, investor demand, and the fund's investment strategy.
Moat and Competitive Advantages
Competitive Edge
The competitive advantages depend on the specific Horizon Funds ETF being analyzed. Some ETFs may offer unique exposure to niche sectors, while others may have lower expense ratios. Funds with specialized investment strategies or superior management teams may outperform their peers. The competitive edge should be evaluated relative to similar ETFs in the same category.
Risk Analysis
Volatility
Volatility depends on the specific Horizon Funds ETF and its underlying assets. Some ETFs may experience higher volatility due to sector concentration or the use of leverage.
Market Risk
Market risk depends on the specific Horizon Funds ETF's underlying assets. Equity-focused ETFs are subject to equity market risk, while bond ETFs are subject to interest rate risk.
Investor Profile
Ideal Investor Profile
The ideal investor profile varies depending on the specific Horizon Funds ETF. Some funds may be suitable for long-term growth investors, while others may be more appropriate for income-seeking investors.
Market Risk
Suitability depends on the specific Horizon Funds ETF. Some ETFs are best for long-term investors, while others are suitable for active traders seeking short-term gains.
Summary
Horizon Funds encompasses a range of ETFs with diverse investment objectives and strategies. Their financial performance, market position, and risk characteristics vary significantly based on their underlying assets and investment approach. Investors should carefully evaluate each ETF's prospectus and consider their own investment goals and risk tolerance before investing. The suitability of a Horizon Funds ETF depends on an investor's individual circumstances.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ETF.com
- Morningstar
- Issuer's website (when a specific ETF is identified)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Horizon Funds
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF). The fund"s investment adviser, Horizon Investments, LLC ("Horizon" or the "Adviser"), seeks to achieve its investment objective by investing primarily in large-cap U.S. equity securities and selling and purchasing put and call options in an effort to generate income to the fund.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.