Horizon Defined Risk Fund - Advisor Class (HADRX) Research
The fund, overseen by its investment adviser, aims to achieve its goals by primarily investing in a wide-ranging and diverse collection of common stocks, which it calls the "Equity Portfolio." Concurrently, it employs an "Options Portfolio" – consisting of buying and selling put and call options – to generate additional revenue, temper market volatility, and mitigate potential downside risk for the underlying stock holdings. The "Equity Portfolio" typically focuses on direct investments in individual company shares, while the "Options Portfolio" strategy generally implements options "collars."
Market snapshot
- Symbol
- HADRX
- Price
- $89.71
- Day change
- +0.41%
- Market cap
- $1.1B
- 52-week range
- 79.59-89.79
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Small Cap Value Fund II Class A (COVAX)
- Calvert International Equity Fund Class A (CWVGX)
- Calvert International Equity Fund Class I (CWVIX)
- Diamond Hill Small Mid Cap Fund Class I (DHMIX)
- BNY Mellon Small Cap Stock Index Fund Investor Shares (DISSX)
- Eaton Vance-Atlanta Capital Focused Growth (EAALX)
- Invesco European Small Company Fund Class A (ESMAX)
- Oberweis Micro Cap Portfolio (OBMCX)
Open Horizon Defined Risk Fund - Advisor Class (HADRX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.