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Horizon Active Asset Allocation Investor AAANX

Medalist Rating as of | See Horizon Investments Investment Hub
  • NAV / 1-Day Return 15.03  /  +0.74 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.390%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 0.74%
  • Turnover 247%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:07 PM GMT+0

Morningstar’s Analysis AAANX

Will AAANX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit Horizon Active Asset Allocation Investor to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings AAANX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 88.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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