Morningstar

Horizon Active Risk Assist® Fund Class I ACRIX

Morningstar Medalist Rating
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Medalist Rating as of See Horizon Investments Investment Hub
  • NAV / 1-Day Return$27.30  /  +2.67%
  • Fund Size$1.4B
  • Adjusted Expense Ratio1.150%
  • Net Expense Ratio1.070%
  • Fee Level: DistributionBelow Average
  • Share Class TypeInstitutional
  • Morningstar CategoryTactical Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)—
  • Investment StatusOpen
  • TTM Yield0.69%
  • Turnover Ratio172%
NAV and 1-Day Return as of

Morningstar’s Analysis ACRIX

Will ACRIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ACRIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ACRIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ACRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Active Risk Assist® I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ACRIX

More ACRIX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings86.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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State Street® SPDR® Ptf Dev Wld exUS ETF

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State Street® SPDR® Portfolio EM ETF

10.52166M
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iShares Core MSCI Intl Dev Mkts ETF

10.26162M
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Invesco S&P 500® Equal Weight ETF

7.71121M
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State Street SPDR Port S&P 500 Val ETF

5.8392M
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iShares MSCI USA Min Vol Factor ETF

4.8076M
—

iShares MSCI USA Quality Factor ETF

4.0564M
—

iShares MSCI All Country Asia ex Jpn ETF

3.0648M
—

NVIDIA Corp

1.6426M
Technology

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