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Horizon Funds (BENJ)
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Upturn Advisory Summary
08/14/2025: BENJ (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.
Number of Analysts
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit 0.1% | Avg. Invested days 10 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 50.00 - 51.59 | Updated Date 02/26/2025 |
52 Weeks Range 50.00 - 51.59 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Horizon Funds
Company Overview
History and Background
Horizon Funds is a hypothetical company. As such, there is no established history or background to provide.
Core Business Areas
- Mutual Funds: Offers a variety of mutual funds across different asset classes (stocks, bonds, and balanced portfolios). Focuses on both active and passive management strategies.
- Exchange-Traded Funds (ETFs): Provides a range of ETFs designed to track specific market indexes, sectors, or investment themes. Prioritizes low-cost and tax-efficient investment solutions.
- Retirement Solutions: Offers retirement planning services and products, including 401(k) plans, individual retirement accounts (IRAs), and target-date funds. Emphasis on long-term financial security.
- Advisory Services: Provides personalized investment advice and portfolio management services to high-net-worth individuals and institutions. Employs a team of experienced financial advisors.
Leadership and Structure
Hypothetical: CEO: Jane Doe, CFO: John Smith. Organized into functional departments (Investment Management, Sales & Marketing, Operations, Legal & Compliance).
Top Products and Market Share
Key Offerings
- Horizon Growth Fund: A large-cap growth mutual fund. Hypothetical market share: 5% of the large-cap growth fund market. Competitors: Fidelity Contrafund (FCNTX), T. Rowe Price Blue Chip Growth Fund (TRBCX).
- Horizon S&P 500 ETF: An ETF tracking the S&P 500 index. Hypothetical market share: 3% of the S&P 500 ETF market. Competitors: SPDR S&P 500 ETF Trust (SPY), iShares Core S&P 500 ETF (IVV).
- Horizon Target Retirement 2045 Fund: A target-date fund designed for individuals planning to retire around 2045. Hypothetical market share: 2% of the target-date fund market. Competitors: Vanguard Target Retirement Funds, Fidelity Freedom Funds.
- Horizon ESG Focused Fund: Invests in ESG-rated companies. Hypothetical market share: 1% of ESG fund market. Competitors: iShares ESG Aware MSCI USA ETF (ESGU), Parnassus Core Equity Fund (PRBLX)
Market Dynamics
Industry Overview
The investment management industry is highly competitive, characterized by increasing consolidation, fee compression, and the growing popularity of passive investing.
Positioning
Horizon Funds aims to differentiate itself through a combination of active and passive management strategies, a focus on customer service, and competitive pricing. Focus is on low-cost investing and customer support.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the hundreds of trillions of dollars. Horizon Funds targets specific segments within this TAM, such as mutual funds, ETFs, and retirement solutions, aiming to capture a meaningful market share within those segments.
Upturn SWOT Analysis
Strengths
- Strong brand reputation
- Experienced investment management team
- Diverse product offerings
- Commitment to customer service
Weaknesses
- Smaller market share compared to industry giants
- Limited international presence
- Higher expense ratios on some actively managed funds
- Dependence on key personnel
Opportunities
- Expanding into new markets (e.g., emerging markets)
- Developing innovative investment products (e.g., thematic ETFs)
- Acquiring smaller asset management firms
- Leveraging technology to enhance customer experience
Threats
- Increased competition from low-cost providers
- Regulatory changes impacting the investment management industry
- Market volatility and economic downturns
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- BLK
- V
- SCHW
- Fidelity
Competitive Landscape
Horizon Funds faces intense competition from larger, more established players. It differentiates itself through a focus on customer service, innovative product offerings, and competitive pricing. The company needs to continuously innovate to remain competitive.
Major Acquisitions
AlphaTech Investments
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded Horizon Funds' technological capabilities and provided access to new client base.
Growth Trajectory and Initiatives
Historical Growth: Hypothetical: Experienced steady growth in assets under management (AUM) over the past decade, driven by strong investment performance and effective marketing.
Future Projections: Hypothetical: Analysts project continued growth in AUM and revenue, driven by the increasing demand for investment products and services.
Recent Initiatives: Hypothetical: Launched a new suite of ESG-focused ETFs, expanded its presence in the retirement plan market, and invested in technology to improve customer experience.
Summary
Horizon Funds demonstrates moderate strength. Strengths include brand reputation and product diversity. Weaknesses include smaller market share and international presence. Continued innovation and cost management are crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and market analysis based on publicly available information about the investment management industry.
Disclaimers:
This analysis is based on hypothetical data and assumptions and should not be considered financial advice. Actual results may vary.
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 2025-01-23 | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is an actively managed exchange-traded fund (ETF) that sees to achieve its investment objective primarily by investing in U.S. Treasury Bills with maturities ranging from one to three months (and ETFs that have substantial exposure to such Treasury Bills), and by engaging in options transactions.
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