HIDDX

Active

Horizon Equity Premium Income Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.99%
Annual Cost per $10K
$99.00
30-Year Fee Drag per $10K
$18,525
at 7% annual return
Fund Type
Mutual Fund
Active

Asset Allocation

US Equity
97%
Intl Equity
2%

Fee Comparison

HIDDX
0.99%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

7% cheaper than category average

Fee Impact Calculator

$
%
HIDDX at 0.99%$287,988
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$92,624
Cost vs index fund−$89,436

Similar Funds (100)

Ranked by allocation similarity weighted by fund size

TickerNameER
HIDDXHorizon Equity Premium Income Fund0.99%
QCGRFXCollege Retirement Equities Fund - Growth Account
TBCIXT. Rowe Price Blue Chip Growth Fund, Inc.0.57%
PRGFXT. Rowe Price Growth Stock Fund, Inc.0.65%
PARCXT. Rowe Price Retirement 2030 Fund0.81%
APGAXAB LARGE CAP GROWTH FUND INC0.82%
HRCAXHarbor Capital Appreciation Fund0.92%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
FLMVXJPMorgan Mid Cap Value Fund1.09%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
PRBLXParnassus Core Equity Fund0.82%
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
JGACXJPMorgan Growth Advantage Fund0.99%
PARJXT. Rowe Price Retirement 2025 Fund0.79%
PACOXT. Rowe Price U.S. Equity Research Fund0.83%
AULDXUltra Fund0.54%
EGFSXEdgewood Growth Fund1.25%
TRRDXT. Rowe Price Retirement 2040 Fund0.60%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
LGRRXLoomis Sayles Growth Fund0.91%
TRRJXT. Rowe Price Retirement 2035 Fund0.59%
PARBXT. Rowe Price Retirement 2020 Fund0.77%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
PLCGXLargeCap Growth Fund I0.94%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
HAGAXCarillon Eagle Mid Cap Growth Fund1.03%
TRRKXT. Rowe Price Retirement 2045 Fund0.61%
TRRMXT. Rowe Price Retirement 2050 Fund0.63%
HAIAXHARTFORD CORE EQUITY FUND0.69%
AGRDXGrowth Fund0.54%
JHLGXMultimanager Lifestyle Growth Portfolio0.97%
CREFXCohen & Steers Real Estate Securities Fund0.75%
MLRRXNYLI Winslow Large Cap Growth Fund0.79%
PGORXPutnam Large Cap Growth Fund0.93%
CGWRXColumbia Cornerstone Growth Fund0.97%
TRRNXT. Rowe Price Retirement 2055 Fund0.64%
AMLPAlerian MLP ETF0.85%
ILGRXMacquarie Large Cap Growth Fund0.89%
IEOPXVOYA LARGE CAP GROWTH PORTFOLIO0.92%
PLFMXLargeCap S&P 500 Index Fund1.29%
VVIPXVoya VACS Index Series S Portfolio
JENIXThe Jensen Quality Growth Fund Inc1.26%
IGRFXMacquarie Mid Cap Growth Fund0.68%
DCZRXMacquarie Small Cap Core Fund0.68%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
SHAPXClearBridge Appreciation Fund0.91%
PRSCXT. Rowe Price Science & Technology Fund, Inc.0.79%
CSJFXCohen & Steers Realty Shares0.80%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
JGAQXJPMorgan Value Advantage Fund0.99%
SUWAXDWS Core Equity Fund0.83%
GTENXGateway Fund0.65%
VCSTXScience & Technology Fund0.91%
JAIZXManaged Volatility Growth Portfolio0.77%
FMUEXFree Market U.S. Equity Fund$1M min0.76%
VVSVXVenerable US Large Cap Strategic Equity Fund0.86%
DVZRXMacquarie Small Cap Value Fund0.70%
FKUTXFranklin Utilities Fund0.71%
PARHXT. Rowe Price Retirement 2015 Fund0.75%
JGAVXJPMorgan U.S. Value Fund0.94%
COAVXColumbia Overseas Value Fund0.82%
SSFRXState Street Equity 500 Index Fund0.62%
INDCXVictory Pioneer Disciplined Growth Fund0.98%
MIEAXMM S&P 500 Index Fund0.89%
FMGGXFranklin Small-Mid Cap Growth Fund0.84%
TILRXNuveen Large Cap Growth Fund0.66%
TRRLXT. Rowe Price Retirement 2060 Fund0.64%
TRGIXNuveen Core Equity Fund0.65%
TRLCXNuveen Large Cap Value Fund0.66%
ATHGXHeritage Fund0.80%
ASDEXSelect Fund0.55%
JAIYXManaged Volatility Balanced Portfolio0.75%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%
CIPMXChamplain MidCap Fund1.09%
JHDAXJPMorgan Hedged Equity 2 Fund0.85%
JULAXMultimanager Lifestyle Aggressive Portfolio1.02%
AFDGXLarge Cap Equity Fund0.59%
USAAXVictory Growth Fund0.89%
ESBLXEaton Vance Floating-Rate Fund0.75%
IAVGXVOYA GROWTH AND INCOME PORTFOLIO1.12%
HNVRXHarbor Small Cap Value Fund0.80%
GCTRXGoldman Sachs U.S. Tax-Managed Equity Fund0.68%
JHGPXLifestyle Growth Portfolio0.66%
AQEAXColumbia Disciplined Core Fund0.94%
OWACXOld Westbury All Cap Core Fund0.96%
USGRXVictory Growth & Income Fund0.86%
PRSGXT. Rowe Price Spectrum Diversified Equity Fund0.73%
GLPSXGoldman Sachs MLP Energy Infrastructure Fund1.08%
DQIAXBNY Mellon Equity Income Fund1.02%
GIDWXGoldman Sachs U.S. Equity Dividend and Premium Fund0.68%
ETTGXEaton Vance Tax-Managed Growth Fund 1.10.72%
AFGFXVirtus Silvant Focused Growth Fund0.96%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
AOMIXOne Choice Portfolio: Moderate0.87%
OALGXOptimum Large Cap Growth Fund1.20%
FFEFXNuveen Dividend Value Fund0.61%
JCICXJPMorgan U.S. GARP Equity Fund0.84%
ARLCXOne Choice 2035 Portfolio0.83%
AOOIXOne Choice 2045 Portfolio0.87%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
DDZRXMacquarie Value Fund0.61%

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