Horizon Equity Premium Income Fund - Advisor Class (HADUX) Research
The fund's manager aims to fulfill its investment objectives primarily by allocating capital to the equity shares of companies, both domestic and international, that issue dividends. These equity holdings encompass various assets such as common and preferred stocks, convertible debt instruments, American Depositary Receipts (ADRs), and real estate investment trusts (REITs). A substantial portion, specifically at least 80% of the fund's net assets, will be committed to what the manager classifies as "dividend-paying securities." This classification applies to equity securities that have either distributed a dividend within the past twelve calendar months or those that the manager reasonably expects to distribute a dividend within the twelve calendar months following the fund's acquisition.
Market snapshot
- Symbol
- HADUX
- Price
- $83.97
- Day change
- +0.85%
- Market cap
- $170.0M
- 52-week range
- 71.2-84.85
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Azzad Ethical Fund (ADJEX)
- Ave Maria World Equity Fund (AVEWX)
- Buffalo Mid Cap Fund (BUFMX)
- Cambiar International Equity Fund (CAMYX)
- Fidelity Water Sustainability Fund (FLOWX)
- Hennessy Japan Small Cap Fund (HJSIX)
- Morgan Stanley Emerging Markets Debt Fund, Inc. (MSD)
- PFG JP Morgan Tactical Moderate Strategy Fund (PFJDX)
Open Horizon Equity Premium Income Fund - Advisor Class (HADUX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.