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 Mutual Funds List
1 to 25 of 28 Results
Name | Ticker | Morningstar Category | Morningstar Rating for Funds Overall | Portfolio ESG Risk Rating | Total Return YTD | Total Return Rank in Category (Day-End) YTD, Day-End | Adjusted Expense Ratio | Fee Level Distribution | Share Class Type | Minimum Initial Investment |
|---|---|---|---|---|---|---|---|---|---|---|
| Horizon Multi-Factor Small/Mid Cap Fund Advisor Class | HSMBX | Small Blend | 16.16% | 20 | 1.240% | Above Average | No Load | $2,500 | ||
| Horizon Multi-Factor Small/Mid Cap Fund Investor Class | HSMNX | Small Blend | 16.37% | 18 | 1.090% | Average | No Load | $2,500 | ||
| Horizon Active Asset Allocation Fund Class I | HASIX | Tactical Allocation | 5.80% | 44 | 1.200% | Average | Institutional | $10M | ||
| Centre American Select Equity Fund Advisor Class | DHAMX | Large Blend | 12.94% | 7 | 1.130% | High | No Load | $5,000 | ||
| Horizon Equity Premium Income Fund Investor Class | HNDDX | Derivative Income - Diversified | 10.71% | 17 | 1.080% | Below Average | No Load | $2,500 | ||
| Horizon Equity Premium Income Fund Advisor Class | HADUX | Derivative Income - Diversified | 10.59% | 19 | 1.240% | Average | No Load | $2,500 | ||
| Centre American Select Equity Fund Investor Class | DHANX | Large Blend | 13.09% | 7 | 0.980% | High | Institutional | $250,000 | ||
| Horizon Defined Risk Fund Investor Class | HNDRX | Equity Hedged | 5.38% | 39 | 1.040% | Below Average | No Load | $2,500 | ||
| Horizon Defensive Core Fund Advisor Class | HESAX | Tactical Allocation | 6.01% | 41 | 1.080% | Low | No Load | $2,500 | ||
| Horizon Active Asset Allocation Fund Class A | HASAX | Tactical Allocation | 5.57% | 46 | 1.450% | Average | No Load | $2,500 | ||
| Horizon Active Asset Allocation Fund Investor Class | AAANX | Tactical Allocation | 5.68% | 46 | 1.300% | Average | No Load | $2,500 | ||
| Horizon Defined Risk Fund Advisor Class | HADRX | Equity Hedged | 5.23% | 41 | 1.190% | Below Average | No Load | $2,500 | ||
| Centre Global Infrastructure Fund Advsior Class | DHIVX | Infrastructure | 5.42% | 81 | 1.300% | Above Average | No Load | $5,000 | ||
| Horizon Defensive Core Fund Investor Class | HESGX | Tactical Allocation | 6.16% | 40 | 0.930% | Low | No Load | $2,500 | ||
| Centre Global Infrastructure Fund Investor Class | DHINX | Infrastructure | 5.48% | 80 | 1.150% | High | Institutional | $2,500 | ||
| Horizon Active Risk Assist® Fund Class I | ACRIX | Tactical Allocation | 5.56% | 47 | 1.150% | Below Average | Institutional | $10M | ||
| Anfield Universal Fixed Income Fund Investor Class | AFLNX | Nontraditional Bond | — | — | 1.090% | Average | No Load | $2,500 | ||
| Horizon Active Risk Assist® Fund Investor Class | ARANX | Tactical Allocation | 5.46% | 47 | 1.250% | Below Average | No Load | $2,500 | ||
| Anfield Universal Fixed Income Fund Institutional Class | AFLIX | Nontraditional Bond | 1.71% | 36 | 1.270% | Above Average | Institutional | $100,000 | ||
| Horizon Multi-Factor U.S. Equity Fund Advisor Class | USRTX | Large Blend | 7.35% | 66 | 1.170% | High | No Load | $2,500 | ||
| Horizon Multi-Factor U.S. Equity Fund Investor Class | USRAX | Large Blend | 7.49% | 64 | 1.020% | Above Average | No Load | $2,500 | ||
| Horizon Active Risk Assist® Fund Class A | ARAAX | Tactical Allocation | 5.36% | 47 | 1.400% | Average | No Load | $2,500 | ||
| Anfield Universal Fixed Income Fund Advisor Class | AFLAX | Nontraditional Bond | — | — | 1.240% | Average | No Load | $2,500 | ||
| Horizon Active Income Fund Class I | AIRIX | Intermediate Core-Plus Bond | −1.35% | 96 | 1.180% | High | Institutional | $10M | ||
| Horizon Active Income Fund Class A | AIHAX | Intermediate Core-Plus Bond | −1.69% | 99 | 1.430% | 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
United States