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Horizon Active Asset Allocation Investor (AAANX)
11.61
-0.71
(-5.76%)
At close: 8:00:03 PM EDT
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12.32 - YTD Return -3.70%
- Expense Ratio 1.42%
- Category Tactical Allocation
- Last Cap Gain 11.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating
- Net Assets 730.68M
- Beta (5Y Monthly) 1.23
- Yield 0.70%
- 5y Average Return --
- Holdings Turnover 198.00%
- Last Dividend 0.11
- Inception Date Sep 4, 2015
The adviser selects asset classes using a flexible approach that allocates the Allocation fund's portfolio between asset classes that Horizon believes offer the opportunity for the highest projected return for a given amount of risk. The adviser may execute its strategy by investing in exchange-traded funds (“ETFs”) or by investing directly in individual securities or baskets of securities. Potential investments are reviewed for trading efficiency, liquidity, risk/return profile, and fit within overall portfolio diversification needs prior to investment.
Horizon Investments
Fund Family
Tactical Allocation
Fund Category
730.68M
Net Assets
2015-09-04
Inception Date
Performance Overview: AAANX
View MoreTrailing returns as of 4/3/2025. Category is Tactical Allocation.
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HSMNX Horizon Multi-Factor Small/Mid Cap Inv
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GSIMX Goldman Sachs GQG Ptnrs Intl Opps Instl
21.19
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ACFNX American Century Focused Dynamic Gr R6
56.58
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28.03
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HLIEX JPMorgan Equity Income I
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AAATX American Funds 2010 Trgt Date Retire A
11.56
-2.28%
AAAZX DWS RREEF Real Assets Inst
11.50
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HDMV First Trust Horizon Managed Volatility Developed International ETF
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Holdings: AAANX
View MoreSector Weightings
SectorAAANX
Technology 29.68%
Financial Services 16.19%
Consumer Cyclical 11.95%
Industrials 9.82%
Healthcare 8.33%
Communication Services 8.12%
Consumer Defensive 4.58%
Basic Materials 2.98%
Energy 2.86%
Real Estate 2.76%
Utilities 2.73%
Recent News: AAANX
View MoreResearch Reports: AAANX
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