Horizon Moderate Domestic Portfolio (S:0P0001MNKB)
18.36
-0.08
(-0.43%)
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 02, 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 | 15.90% | 99.24 | 0.04% |
| iShares 5-10 Yr Investment Grade Corporate Bd ETF | 9.92% | 53.20 | 0.29% |
| Invesco S&P 500 Eql Wght ETF | 9.01% | 193.10 | 0.29% |
| Invesco S&P 500 Top 50 ETF | 6.70% | 54.94 | 0.01% |
| WisdomTree US Quality Dividend Growth Fund | 6.44% | 88.07 | -0.02% |
| State Street SPDR Portfolio Short Trm Corp Bd ETF | 5.50% | 30.02 | 0.12% |
| Invesco QQQ Trust, Series 1 | 4.92% | 584.82 | 0.09% |
| State Street SPDR DoubleLine Tot Rtn Tctl ETF | 4.79% | 39.66 | 0.19% |
| Schwab US Large-Cap Growth ETF | 4.01% | 29.41 | 0.00% |
| iShares MSCI USA Quality Factor ETF | 3.97% | 193.11 | 0.18% |
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 | -- |