Horizon Investments Mutual Funds List
Here you can find all mutual funds issued by Horizon Investments and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 7
- Avg. Expense Ratio
- 1.08%
- Avg. 1 Year Return
- 21.69%
- Avg. 5 Year Return
- 8.21%
- Median Risk/Return Score
- 63 / 100
Horizon Investments Mutual Funds List
7 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | Jan 30, 2012 | 1.14% | 12.98% | 10.78% | 3.94% | 57 | ||||||||
| Horizon Active Income Fund | Intermediate Core-Plus Bond | Sep 29, 2013 | 0.89% | 0.41% | 0.68% | 4.09% | 20 | ||||||||
| Horizon Active Risk Assist Fund | Diversified Portfolio | Aug 27, 2014 | 1.17% | 12.43% | 8.23% | 8.13% | 53 | ||||||||
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | Dec 27, 2019 | 1.02% | 9.34% | — | 15.26% | 63 | ||||||||
| Horizon Active Dividend Fund | Large Cap Value Equities | Dec 28, 2016 | 1.10% | 10.43% | — | 6.27% | 85 | ||||||||
| Horizon Defined Risk Fund | Options Trading | Dec 27, 2017 | 1.04% | 4.84% | — | 0.20% | 67 | ||||||||
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | Jun 26, 2019 | 1.17% | 9.55% | — | 6.40% | 63 |
Explore top Horizon Investments Mutual Fund Categories and Asset Classes
Horizon Investments Equity Mutual fundsHorizon Investments Alternatives Mutual fundsHorizon Investments Bond Mutual fundsHorizon Investments Multi-Asset Mutual fundsHorizon Investments Large Cap Blend Equities Mutual fundsHorizon Investments Diversified Portfolio Mutual fundsHorizon Investments Intermediate Core-Plus Bond Mutual fundsHorizon Investments Large Cap Value Equities Mutual fundsHorizon Investments Options Trading Mutual funds
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Horizon Investments Mutual funds by Risk/Return Score
The top Horizon Investments Mutual funds by PortfoliosLab Risk/Return Score are HNDDX (85) and HNDRX (67).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Horizon Active Dividend Fund | 85 | — | Dec 2016 | |
| Horizon Defined Risk Fund | 67 | — | Dec 2017 | |
| Horizon U.S. Defensive Equity Fund | 63 | — | Jun 2019 | |
| Horizon ESG Defensive Core Fund | 63 | — | Dec 2019 | |
| Horizon Active Asset Allocation Fund | 57 | — | Jan 2012 |
Best-Performing Horizon Investments Mutual funds Over 5 Years
The top Horizon Investments Mutual funds is USRAX (11.14%).
Across the lineup, Horizon Investments Mutual funds show an average 1-year return of 21.69% and an average 5-year return of 8.21%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Horizon U.S. Defensive Equity Fund | 11.14% | — | Jun 2019 | |
| Horizon ESG Defensive Core Fund | 10.70% | — | Dec 2019 | |
| Horizon Active Dividend Fund | 10.53% | — | Dec 2016 | |
| Horizon Active Asset Allocation Fund | 9.13% | — | Jan 2012 | |
| Horizon Defined Risk Fund | 8.67% | — | Dec 2017 |
Lowest-Cost Horizon Investments Mutual funds
The top Horizon Investments Mutual funds is AIMNX (0.89%).
With an average expense ratio of 1.08%, Horizon Investments Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Horizon Active Income Fund | 0.89% | — | Sep 2013 | |
| Horizon ESG Defensive Core Fund | 1.02% | — | Dec 2019 | |
| Horizon Defined Risk Fund | 1.04% | — | Dec 2017 | |
| Horizon Active Dividend Fund | 1.10% | — | Dec 2016 | |
| Horizon Active Asset Allocation Fund | 1.14% | — | Jan 2012 |
Highest-Yield Horizon Investments Mutual funds
The top Horizon Investments Mutual funds is HESGX (15.26%).
Across the lineup, Horizon Investments Mutual funds show an average dividend yield of 6.33%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Horizon ESG Defensive Core Fund | 15.26% | — | Dec 2019 | |
| Horizon Active Risk Assist Fund | 8.13% | — | Aug 2014 | |
| Horizon U.S. Defensive Equity Fund | 6.40% | — | Jun 2019 | |
| Horizon Active Dividend Fund | 6.27% | — | Dec 2016 | |
| Horizon Active Income Fund | 4.09% | — | Sep 2013 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
AAANX vs. HUSVAAANX vs. VASGXAAANX vs. FNILXAAANX vs. VGTAAANX vs. VTSAXHNDRX vs. CIHEXHNDRX vs. SPYHNDRX vs. STTIXHNDRX vs. HEQTHNDRX vs. GCPYXARANX vs. STRVARANX vs. VOOARANX vs. IIPRARANX vs. TQQQARANX vs. QQQUSRAX vs. SPYUSRAX vs. MOATUSRAX vs. VOOUSRAX vs. PAGDXUSRAX vs. TANDXHNDDX vs. VOOHNDDX vs. QQQHNDDX vs. VUGHNDDX vs. RIDAXHNDDX vs. HDCTXHESGX vs. TQQQHESGX vs. SPYHESGX vs. ORDNXHESGX vs. VSTSXHESGX vs. QUERXAIMNX vs. FNILXAIMNX vs. QQQAIMNX vs. VOOAIMNX vs. SSASXAIMNX vs. PGSIX