Morningstar

Horizon Active Income Fund Class A AIHAX

Morningstar Medalist Rating
Medalist Rating as of | See Horizon Investments Investment Hub
  • NAV / 1-Day Return 8.00  /  +0.13 %
  • Total Assets 292.5M
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.090%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.01%
  • Effective Duration 6.57 years

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:45 AM GMT+0

Morningstar’s Analysis AIHAX

Will AIHAX 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 AIHAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AIHAX 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 AIHAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Horizon Active Income A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings AIHAX

More AIHAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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iShares 20+ Year Treasury Bond ETF

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