Horizon Active Risk Assist® Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Horizon Active Risk Assist® Fund Investor Class ARANX
- NAV / 1-Day Return 28.07 / +1.78 %
- Total Assets 1.6B
-
Adj. Expense Ratio
1.250%
- Expense Ratio 1.170%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 0.58%
- Turnover 172%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 1:35 AM GMT+0
Morningstar’s Analysis ARANX
Will ARANX 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 ARANX 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 ARANX’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 91.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
State Street SPDR Port S&P 500 Gr ETF | 21.41 | 296M | — |
State Street® SPDR® Ptf Dev Wld exUS ETF | 15.77 | 218M | — |
iShares Core MSCI Intl Dev Mkts ETF | 12.32 | 170M | — |
State Street® SPDR® Portfolio EM ETF | 11.04 | 153M | — |
State Street SPDR Port S&P 500 Val ETF | 10.01 | 138M | — |
Invesco S&P 500® Equal Weight ETF | 7.96 | 110M | — |
iShares MSCI USA Min Vol Factor ETF | 6.74 | 93M | — |
iShares MSCI USA Quality Factor ETF | 3.94 | 54M | — |
NVIDIA Corp | 1.21 | 17M | Technology |
Alphabet Inc Class A | 1.01 | 14M | Communication Services |
United States