Horizon Active Asset Allocation Fund Investor Class
AAANX
NASDAQ
| Weiss Ratings | AAANX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | AAANX-NASDAQ | Click to Compare |
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| Provider | Horizon Investments | |||
| Manager/Tenure (Years) | Scott E. Ladner (8), Michael Dickson (6), Zachary F. Hill (6) | |||
| Website | http://www.horizonmutualfunds.com | |||
| Fund Information | AAANX-NASDAQ | Click to Compare |
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| Fund Name | Horizon Active Asset Allocation Fund Investor Class | |||
| Category | Tactical Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jan 31, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 250.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | AAANX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.89% | |||
| Dividend | AAANX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.06% | |||
| Asset Allocation | AAANX-NASDAQ | Click to Compare |
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| Cash | 0.77% | |||
| Stock | 99.19% | |||
| U.S. Stock | 54.80% | |||
| Non-U.S. Stock | 44.39% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | AAANX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.02% | |||
| 30-Day Total Return | 6.26% | |||
| 60-Day Total Return | 18.88% | |||
| 90-Day Total Return | 7.50% | |||
| Year to Date Total Return | 12.37% | |||
| 1-Year Total Return | 29.60% | |||
| 2-Year Total Return | 37.33% | |||
| 3-Year Total Return | 67.36% | |||
| 5-Year Total Return | 54.35% | |||
| Price | AAANX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | AAANX-NASDAQ | Click to Compare |
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| Nav | $16.62 | |||
| 1-Month Low NAV | $15.85 | |||
| 1-Month High NAV | $16.62 | |||
| 52-Week Low NAV | $13.39 | |||
| 52-Week Low NAV (Date) | May 30, 2025 | |||
| 52-Week High NAV | $16.62 | |||
| 52-Week High Price (Date) | May 29, 2026 | |||
| Beta / Standard Deviation | AAANX-NASDAQ | Click to Compare |
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| Beta | 0.94 | |||
| Standard Deviation | 12.83 | |||
| Balance Sheet | AAANX-NASDAQ | Click to Compare |
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| Total Assets | 749.66M | |||
| Operating Ratios | AAANX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.31% | |||
| Turnover Ratio | 90.00% | |||
| Performance | AAANX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.90% | |||
| Last Bear Market Total Return | -13.73% | |||