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Horizon Spin-off & Corp Restructuring I (LSHUX)

10.14 Up 0.16(1.60%) Apr 16
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Prev Close:9.98
YTD Return*:0.77%
Net Assets*:76.21M
Yield*:N/A

* As of 31-Mar-14

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

Top Holdings

Symbol% AssetsYTD Return %
HHC10.0519.34
IEP9.59-4.73
LMCA9.25-9.94
JAH5.02-2.05
LUK4.97-1.51

Fund Basics

Morningstar Overall Rating:
Total Assets:76.21M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:0.77%
5y Avg Return:21.37%
Rank in Category (ytd):64
% Rank in Category (ytd):8.44%
Beta (3y):1.34
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 (plus borrowings for investment purposes) in equity securities of spin-off companies, companies subject to other forms of corporate restructuring, and parents of any such companies. It may invest in any size company, including small- and medium-sized companies, and further may invest in companies which are financially distressed. The fund is non-diversified. View More
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