Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Horizon Investments Mutual Funds
View all of Horizon Investments’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Horizon Investments Funds List
Share Class Type
1 to 21 of 21 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation A | HASAX | Tactical Allocation | 6.33% | 27 | 1.620% | Above Average | No Load | $2,500 | ||
| Horizon Active Asset Allocation I | HASIX | Tactical Allocation | 6.43% | 24 | 1.320% | Average | Institutional | $10.0 Mil | ||
| Horizon Active Asset Allocation Investor | AAANX | Tactical Allocation | 6.30% | 28 | 1.420% | Average | No Load | $2,500 | ||
| Horizon Defensive Core Advisor | HESAX | Large Blend | 9.26% | 32 | 1.130% | High | No Load | $2,500 | ||
| Horizon Defensive Core Investor | HESGX | Large Blend | 9.31% | 32 | 0.980% | Above Average | No Load | $2,500 | ||
| Horizon Multi-Factor U.S. Equity Inv | USRAX | Large Blend | 7.92% | 66 | 1.090% | High | No Load | $2,500 | ||
| Horizon Active Risk Assist® A | ARAAX | Tactical Allocation | 7.12% | 24 | 1.460% | Average | No Load | $2,500 | ||
| Horizon Active Risk Assist® I | ACRIX | Tactical Allocation | 7.23% | 22 | 1.210% | Average | Institutional | $10.0 Mil | ||
| Horizon Active Risk Assist® Investor | ARANX | Tactical Allocation | 7.16% | 23 | 1.310% | Average | No Load | $2,500 | ||
| Horizon Defined Risk Advisor | HADRX | Options Trading | 5.46% | 42 | 1.190% | Average | No Load | $2,500 | ||
| Horizon Defined Risk Investor | HNDRX | Options Trading | 5.26% | 38 | 1.040% | Below Average | No Load | $2,500 | ||
| Horizon Multi-Factor U.S. Equity Advisor | USRTX | Large Blend | 8.53% | 67 | 1.220% | High | No Load | $2,500 | ||
| Horizon Active Income A | AIHAX | Intermediate Core-Plus Bond | −1.41% | 59 | 1.470% | High | No Load | $2,500 | ||
| Horizon Active Income I | AIRIX | Intermediate Core-Plus Bond | −1.26% | 57 | 1.220% | High | Institutional | $10.0 Mil | ||
| Horizon Active Income Investor | AIMNX | Intermediate Core-Plus Bond | −1.39% | 58 | 1.320% | High | No Load | $2,500 | ||
| Horizon Equity Premium Income Advisor | HADUX | Derivative Income | 8.92% | 7 | 1.310% | Below Average | No Load | $2,500 | ||
| Horizon Equity Premium Income Investor | HNDDX | Derivative Income | 8.99% | 6 | 1.130% | Low | No Load | $2,500 | ||
| Horizon Multi-Factor Small/Mid Cap Adv | HSMBX | Small Blend | — | 11.50% | 2 | 1.240% | Above Average | No Load | $2,500 | |
| Horizon Multi-Factor Small/Mid Cap Inv | HSMNX | Small Blend | — | 11.55% | 2 | 1.090% | Average | No Load | $2,500 | |
| Horizon Tactical Fixed Income Advisor | HTFAX | Multisector Bond | — | −1.92% | 100 | 1.490% | High | No Load | $2,500 | |
| Horizon Tactical Fixed Income Investor | HTFNX | Multisector Bond | — | −1.87% | 98 | 1.230% | High | No Load | $2,500 |
Horizon Investments Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank