Morningstar

Horizon Active Income Fund Investor Class AIMNX

Morningstar Medalist Rating
Medalist Rating as of | See Horizon Investments Investment Hub
  • NAV / 1-Day Return 7.97  /  +0.25 %
  • Total Assets 292.7M
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 0.950%
  • 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 4.07%
  • Effective Duration 6.57 years

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 1:11 AM GMT+0

Morningstar’s Analysis AIMNX

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

  • People Pillar

    The People Pillar is our evaluation of the AIMNX 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 AIMNX’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 Investor 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
Rated on Published on

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Portfolio Holdings AIMNX

More AIMNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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19.88 57M
—

iShares 5-10 Year invmt Grd Corp Bd ETF

18.97 54M
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iShares 10+ Year Invmt Grd Corp Bd ETF

12.01 34M
—

Vanguard Total International Bond ETF

10.95 31M
—

State Street® DoubleLine® TR Tact ETF

8.96 26M
—

PIMCO Mortgage-Backed Securities Act ETF

5.02 14M
—

Simplify MBS ETF

4.99 14M
—

PIMCO Active Bond ETF

4.99 14M
—

Janus Henderson Mortgage-Backed Sec ETF

4.98 14M
—

iShares TIPS Bond ETF

4.97 14M
—

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