Horizon Mutual Funds List
Here you can find all mutual funds issued by Horizon 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
- 12.69%
- Avg. 5 Year Return
- 7.14%
- Median Risk/Return Score
- 36 / 100
Horizon Mutual Funds List
4 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% | 6.69% | 9.78% | 4.17% | 32 | ||||||||
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | Dec 27, 2019 | 1.02% | 5.29% | — | 15.84% | 36 | ||||||||
| Horizon Active Dividend Fund | Large Cap Value Equities | Dec 28, 2016 | 1.10% | 8.62% | — | 7.04% | 73 | ||||||||
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | Jun 26, 2019 | 1.17% | 7.52% | — | 6.52% | 57 |
Explore top Horizon Mutual Fund Categories and Asset Classes
Horizon Equity Mutual fundsHorizon Alternatives Mutual fundsHorizon Bond Mutual fundsHorizon Multi-Asset Mutual fundsHorizon Large Cap Blend Equities Mutual fundsHorizon Diversified Portfolio Mutual fundsHorizon Intermediate Core-Plus Bond Mutual fundsHorizon Large Cap Value Equities Mutual fundsHorizon 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 Mutual funds by Risk/Return Score
The top Horizon Mutual funds by PortfoliosLab Risk/Return Score are HNDDX (73) 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 | 73 | — | Dec 2016 | |
| Horizon Defined Risk Fund | 67 | — | Dec 2017 | |
| Horizon U.S. Defensive Equity Fund | 57 | — | Jun 2019 | |
| Horizon ESG Defensive Core Fund | 36 | — | Dec 2019 | |
| Horizon Active Asset Allocation Fund | 32 | — | Jan 2012 |
Best-Performing Horizon Mutual funds Over 5 Years
The top Horizon Mutual funds is HNDDX (10.38%).
Across the lineup, Horizon Mutual funds show an average 1-year return of 12.69% and an average 5-year return of 7.14%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Horizon Active Dividend Fund | 10.38% | — | Dec 2016 | |
| Horizon U.S. Defensive Equity Fund | 10.25% | — | Jun 2019 | |
| Horizon ESG Defensive Core Fund | 8.72% | — | Dec 2019 | |
| Horizon Defined Risk Fund | 7.85% | — | Dec 2017 | |
| Horizon Active Asset Allocation Fund | 7.60% | — | Jan 2012 |
Lowest-Cost Horizon Mutual funds
The top Horizon Mutual funds is AIMNX (0.89%).
With an average expense ratio of 1.08%, Horizon 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 Mutual funds
The top Horizon Mutual funds is HESGX (15.84%).
Across the lineup, Horizon Mutual funds show an average dividend yield of 6.64%, 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 | 15.84% | — | Dec 2019 | |
| Horizon Active Risk Assist Fund | 8.57% | — | Aug 2014 | |
| Horizon Active Dividend Fund | 7.04% | — | Dec 2016 | |
| Horizon U.S. Defensive Equity Fund | 6.52% | — | Jun 2019 | |
| Horizon Active Asset Allocation Fund | 4.17% | — | Jan 2012 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.