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. Looking at the firm's risk-adjusted performance, the product lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average five-year Morningstar Rating is 2.8 stars. Horizon Investments funds have demonstrated industry-standard durability, with a 54% five-year success ratio. This means that 54% of products have both survived and beaten their respective category median.
Is a New Age on the Horizon for 401(k) Participants?
As BlackRock launches its target-date series with annuities, we look back at the history of retirement-income solutions.