Horizon Active Income I 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.
Horizon Active Income Fund Class I AIRIX
- NAV / 1-Day Return 7.90 / −0.25 %
- Total Assets 289.9M
-
Adj. Expense Ratio
1.180%
- Expense Ratio 0.850%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Intermediate Core-Plus Bond
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Min. Initial Investment 10M
- Status Open
- TTM Yield 4.20%
- Effective Duration 6.57 years
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 1:02 AM GMT+0
Morningstar’s Analysis AIRIX
Will AIRIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the AIRIX 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 AIRIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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
|
|---|---|---|---|
PIMCO Multisector Bond Active ETF | 19.88 | 57M | — |
iShares 5-10 Year invmt Grd Corp Bd ETF | 18.97 | 54M | — |
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 | — |
United States