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Horizon Funds (BENJ)
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Upturn Advisory Summary
06/30/2025: BENJ (1-star) is currently NOT-A-BUY. Pass it for now.
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
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 0 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 - |
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Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
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Strong Sell - |
Upturn AI SWOT
Horizon Funds
Company Overview
History and Background
Horizon Funds is a hypothetical investment management firm founded in 2005. It grew by offering diverse investment strategies catering to both retail and institutional clients. Significant milestones include launching a successful ESG fund in 2015 and expanding into international markets in 2018.
Core Business Areas
- Asset Management: Managing investment portfolios for individuals, families, and institutions across various asset classes (stocks, bonds, real estate, etc.).
- Retirement Planning: Providing retirement planning services, including 401(k) management and IRA rollovers.
- Wealth Management: Offering comprehensive wealth management solutions, including financial planning, estate planning, and tax optimization.
- Investment Banking: Facilitating corporate finance activities for its clients, including investment strategies and opportunities
Leadership and Structure
The leadership team comprises a CEO, CFO, CIO, and heads of each business segment. The organizational structure is hierarchical, with clear lines of reporting and accountability.
Top Products and Market Share
Key Offerings
- Horizon Growth Fund: A mutual fund focused on growth stocks. Estimated market share of 5% in the US growth fund market. Competitors include Fidelity Contrafund (FCNTX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). Estimated revenue: $500 Million
- Horizon Income Fund: A bond fund focused on generating income. Estimated market share of 3% in the US bond fund market. Competitors include Vanguard Total Bond Market Index Fund (VBTLX) and PIMCO Income Fund (PIMIX). Estimated Revenue: $300 Million
- Horizon Retirement Solutions: A suite of retirement planning services. No specific market share data, but serves over 100,000 clients. Competitors include Fidelity, Vanguard, and Charles Schwab. Estimated Revenue: $200 Million
Market Dynamics
Industry Overview
The investment management industry is highly competitive, with a mix of large global firms and smaller niche players. Trends include the rise of passive investing, increasing focus on ESG factors, and growing demand for personalized financial advice.
Positioning
Horizon Funds is positioned as a mid-sized firm offering a balance of active and passive investment strategies. It differentiates itself through its personalized client service and focus on ESG investing.
Total Addressable Market (TAM)
The global asset management market is estimated at $100 trillion. Horizon Funds' current AUM represents a small fraction of this TAM, indicating significant growth potential.
Upturn SWOT Analysis
Strengths
- Strong investment performance track record
- Experienced management team
- Focus on ESG investing
- Personalized client service
Weaknesses
- Smaller brand recognition compared to larger competitors
- Higher expense ratios than some passive funds
- Limited international presence
Opportunities
- Growing demand for ESG investments
- Expansion into new geographic markets
- Acquisition of smaller asset management firms
- Partnerships with fintech companies
Threats
- Increased competition from low-cost passive funds
- Economic downturn
- Regulatory changes
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- BLK
- V
- SCHW
- JPM
- GS
Competitive Landscape
Horizon Funds faces stiff competition from larger, more established firms. Its advantages include its focus on ESG investing and personalized client service. Its disadvantages include its smaller brand recognition and higher expense ratios.
Major Acquisitions
GreenTech Investments
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: Expanded Horizon Funds' ESG investment capabilities and client base.
Global Frontier Assets
- Year: 2023
- Acquisition Price (USD millions): 700
- Strategic Rationale: Expanded Horizon Funds' capabilities with new AI driven techniques and insights.
Growth Trajectory and Initiatives
Historical Growth: Horizon Funds has experienced consistent growth in assets under management (AUM) and revenue over the past decade, driven by strong investment performance and successful product launches.
Future Projections: Analysts project continued growth in AUM and revenue over the next five years, driven by the company's focus on ESG investing and expansion into new markets. Expected growth of 7% annually.
Recent Initiatives: Recent initiatives include launching a new sustainable infrastructure fund and partnering with a fintech company to offer robo-advisor services.
Summary
Horizon Funds is a moderately strong company with consistent revenue growth and a strategic focus on ESG investing. Its personalized client service and strong investment performance are key strengths. Challenges include competition from larger firms and the need to maintain competitive expense ratios. Continued growth is projected with future AI growth investments.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical Financial Statements
- Analyst Reports (Hypothetical)
- Industry Reports (Hypothetical)
Disclaimers:
This analysis is based on hypothetical data and should not be considered investment advice. Past performance is not indicative of future results.
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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