Horizon Active Asset Allocation Fund (AAANX) Alternatives
Horizon Active Asset Allocation Fund (AAANX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AAANX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to AAANX
AAANX charges 1.14% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among AAANX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | AAANX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | AAANX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | AAANX vs PAUIX | |
| Columbia Thermostat Fund | 0.24% | Sep 24, 2002 | AAANX vs COTZX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | AAANX vs GPIFX |
Best Risk-Adjusted Alternatives to AAANX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | AAANX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | AAANX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | AAANX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | AAANX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | AAANX vs MOJOX |
Top Performing AAANX Alternatives (YTD)
AAANX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | AAANX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | AAANX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | AAANX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | AAANX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | AAANX vs ABRZX |
Lowest Volatility Alternatives to AAANX
AAANX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | AAANX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | AAANX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | AAANX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | AAANX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | AAANX vs SFHYX |
Lowest Drawdown Alternatives to AAANX
AAANX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | AAANX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | AAANX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | AAANX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | AAANX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | AAANX vs HFSAX |
Other Mutual Funds from Horizon Investments
Most popular Horizon Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Horizon Active Risk Assist Fund | Diversified Portfolio | 27 | -5.62% | Aug 27, 2014 | AAANX vs ARANX | |
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | 50 | -3.13% | Jun 26, 2019 | AAANX vs USRAX | |
| Horizon Defined Risk Fund | Options Trading | 47 | -2.97% | Dec 27, 2017 | AAANX vs HNDRX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 20 | -0.88% | Sep 29, 2013 | AAANX vs AIMNX | |
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | 24 | -7.86% | Dec 27, 2019 | AAANX vs HESGX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 67 | -3.49% | Dec 28, 2016 | AAANX vs HNDDX |
Often Compared With AAANX
What investors most often compare with AAANX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| First Trust Horizon Managed Volatility Domestic ET... | Volatility Hedged Equity, Actively Managed | 7 | -0.59% | Aug 24, 2016 | AAANX vs HUSV | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | AAANX vs FNILX | |
| Vanguard Information Technology ETF | Technology Equities | 67 | -7.34% | Mar 25, 2004 | AAANX vs VGT | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | AAANX vs VTSAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | AAANX vs VOO | |
| Vanguard Total Stock Market ETF | Large Cap Blend Equities | 65 | -4.01% | Jun 27, 2016 | AAANX vs VTI | |
| Vanguard LifeStrategy Growth Fund | Diversified Portfolio | 70 | -3.57% | Sep 30, 1994 | AAANX vs VASGX | |
| T. Rowe Price Capital Appreciation Fund | Diversified Portfolio | 78 | -5.03% | Jun 30, 1986 | AAANX vs PRWCX | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | Large Cap Blend Equities | 64 | -3.88% | Oct 4, 2000 | AAANX vs SPTM | |
| AT&T Inc. | 49 | 18.07% | — | AAANX vs T |
Compare AAANX with Any Fund or Stock
Compare AAANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.