Morningstar

Horizon Active Asset Allocation Fund Investor Class AAANX

Medalist Rating as of Aug 31, 2026 See Horizon Investments Investment Hub

Strategy

The investment seeks capital appreciation. The adviser selects asset classes using a flexible approach that allocates the Allocation fund's portfolio between asset classes that Horizon believes offer the opportunity for the highest projected return for a given amount of risk. The adviser may execute its strategy by investing in exchange-traded funds (“ETFs”) or by investing directly in individual securities or baskets of securities. Potential investments are reviewed for trading efficiency, liquidity, risk/return profile, and fit within overall portfolio diversification needs prior to investment.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
AAANX	Horizon Active Asset Allocation Fund Investor Class	No Load	Open			Jan 31, 2012	$702.58M	1.300%	Average	$2,500	−$129.29M
HASAX	Horizon Active Asset Allocation Fund Class A	No Load	Open			Sep 4, 2015	$837,242.00	1.450%	Average	$2,500	−$11,257.21
HASIX	Horizon Active Asset Allocation Fund Class I	Institutional	Open			Sep 9, 2016	$46.29M	1.200%	Average	$10M	−$751,066.71

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