Horizon Growth Domestic Portfolio (S:0P0001MNKA)
21.29
-0.21
(-0.99%)
USD |
Feb 28 2026
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 April 07, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Growth ETF | 20.69% | 98.76 | -0.93% |
| Invesco S&P 500 Eql Wght ETF | 11.68% | 193.15 | -0.40% |
| Invesco S&P 500 Top 50 ETF | 8.71% | 54.62 | -1.00% |
| WisdomTree US Quality Dividend Growth Fund | 8.31% | 87.84 | -0.67% |
| Invesco QQQ Trust, Series 1 | 6.14% | 582.16 | -1.08% |
| Schwab US Large-Cap Growth ETF | 5.19% | 29.25 | -0.98% |
| iShares MSCI USA Quality Factor ETF | 5.16% | 192.34 | -0.87% |
| iShares MSCI USA Min Vol Factor ETF | 4.99% | 93.15 | -0.29% |
| Invesco KBW Bank ETF | 4.47% | 80.81 | -0.32% |
| iShares Top 20 US Stocks ETF | 4.37% | 28.72 | -0.93% |
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 | -- |