Horizon Active Risk Assist® Fund Class I ACRIX

Morningstar Medalist Rating

Strategy

The investment seeks to capture the majority of the returns associated with equity market investments, while mitigating downside risk through use of a risk overlay strategy. The fund seeks to achieve its objective by using a multi-discipline active asset allocation investment approach. The adviser executes its global securities allocation strategy by allocating assets across one or more sectors of the global securities markets. Normally, the fund invests a majority of its assets in equity securities or ETFs that invest primarily in equity securities; however, it may invest in fixed income securities or in ETFs that invest primarily in such securities.

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
ARANX
Horizon Active Risk Assist® Fund Investor ClassNo LoadOpen $1.51B1.250%Below Average$2,500−$17.60M
ARAAX
Horizon Active Risk Assist® Fund Class ANo LoadOpen $4.03M1.400%Average$2,500$3.04M
ACRIX
Horizon Active Risk Assist® Fund Class IInstitutionalOpen $8.69M1.150%Below Average$10M−$1.87M

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