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Horizon Spin-off & Corp Restructuring C (LSHCX)

10.23 Down 0.04(0.39%) Nov 28
Prev Close:10.27
YTD Return*:-0.98%
Net Assets*:79.32M
Yield*:N/A

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
HHC10.9523.70
IEP8.880.32
TPL6.9956.74
LMCK5.026.59
JAH4.48-15.51

Fund Basics

Morningstar Overall Rating:
Total Assets:79.32M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):2.09%

Performance & Risk

YTD Return:-0.98%
5y Avg Return:13.43%
Rank in Category (ytd):96
% Rank in Category (ytd):12.58%
Beta (3y):1.30
Morningstar Risk Rating:4

Fund 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 in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, parents of any such companies, and publicly traded shareholder activist holding companies which, by way of their shareholder ownership in other companies, have caused such other companies to undergo spin-offs and other forms of corporate restructurings. It may invest in any size company, including small- and medium-sized companies. The fund is non-diversified. View More
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