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Nasdaq - Delayed Quote USD

Horizon Active Risk Assist I (ACRIX)

25.33
-0.04
(-0.16%)
As of 8:05:03 AM EST. Market Open.

Fund Summary

The fund seeks to achieve its objective by using a multi-discipline active asset allocation investment approach. The adviser executes its global securities allocation strategy by allocating assets across one or more sectors of the global securities markets. Normally, the fund invests a majority of its assets in equity securities or ETFs that invest primarily in equity securities; however, it may invest in fixed income securities or in ETFs that invest primarily in such securities.

Horizon Active Risk Assist I

Charlotte, North Carolina 28277
13024 Ballantyne Corporate Place, Suite 225
(704) 544-2399

Fund Overview

Category Tactical Allocation
Fund Family Horizon Investments
Net Assets 1.35B
YTD Return 3.03%
Yield 0.52%
Morningstar Rating
Inception Date Sep 04, 2015

Fund Operations

Last Dividend 0.14
Last Cap Gain 20.00
Holdings Turnover 66.00%
Average for Category --

Fees & Expenses

Expense ACRIX Category Average
Annual Report Expense Ratio (net) 1.22% 1.29%
Prospectus Net Expense Ratio 1.22% --
Prospectus Gross Expense Ratio 1.22% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.22%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Zachary F. Hill, Lead Manager since February 18, 2022
Mr. Hill is part of the Investment Management division at Horizon Investments focusing on and providing investment insight on a broad range of asset allocation decisions from a global macro and derivatives perspective. Prior to joining Horizon in 2019, Mr. Hill served as a Senior Portfolio Analyst for Cold Spring Asset Management in New York from July 2016 to January 2017 and was a director within the foreign exchange option trading group at Wells Fargo in New York from 2010 to 2016. Mr. Hill began his career at Wachovia, acquired by Wells Fargo in 2008, in Charlotte in the FX Division. Mr. Hill holds a BA in Economics and a BA in Physics from the University of Virginia. Mr. Hill is also a CFA ® Charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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