HIS Horizon Upside Plus (S:0P0000SPDP)
75.61
-0.65
(-0.85%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 17, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Schwab Government Money Fund Sweep | 11.42% | 1.00 | 0.00% |
| Comfort Systems USA, Inc. | 4.99% | 1119.40 | 2.60% |
| Primoris Services Corp. | 4.87% | 149.31 | 1.22% |
| Powell Industries, Inc. | 4.74% | 419.55 | 3.45% |
| Sterling Infrastructure, Inc. | 4.70% | 350.96 | 4.35% |
| EMCOR Group, Inc. | 4.49% | 698.99 | 2.47% |
| Adtalem Global Education, Inc. | 3.87% | 116.90 | -0.42% |
| TTM Technologies, Inc. | 3.78% | 100.95 | 0.05% |
| Halozyme Therapeutics, Inc. | 3.74% | 71.20 | -0.86% |
| Vanguard Short-Term Corporate Bond Idx Fd ETF | 3.73% | 79.77 | -0.04% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |