Horizon Investments

The experienced longest-tenured management at Horizon Investments is a core advantage over competing firms. With ten years of average asset-weighted tenure across the management group, it is clear that they've been put through their paces. Open-end and exchange-traded fund fees are a weakness at the firm, contributing negatively to the rating. On average, the firm charges fees on its funds that are in the second most-expensive quintile of category peers. With the current market environment of fee compression, this is cause for concern, as investors may flock to alternate asset managers over time to get a better deal. The product lineup at Horizon Investments has exhibited exemplary durability when looked at over the past five years. Notably, its five-year risk-adjusted success ratio stands at 62%, meaning that 62% of its products have survived and beaten their respective category median on a risk-adjusted basis.