Horizon Active Income Fund (AIMNX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AIMNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to AIMNX
AIMNX charges 0.89% annually. There are 107 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | AIMNX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | AIMNX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | AIMNX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | AIMNX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | AIMNX vs BCOIX |
Best Risk-Adjusted Alternatives to AIMNX
AIMNX has a PortfoliosLab risk / return rank of 20. There are 99 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | AIMNX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 93 | — | Jul 2010 | AIMNX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 91 | — | Jul 2010 | AIMNX vs LCTRX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | AIMNX vs MDVAX | |
| AAMA Income Fund | 71 | — | Jun 2017 | AIMNX vs AMFIX |
Top Performing AIMNX Alternatives (YTD)
AIMNX is at 0.41% YTD. There are 71 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.14%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.14% | — | Apr 2021 | AIMNX vs NPCT | |
| Putnam Mortgage Securities Fund | 2.76% | — | Feb 1984 | AIMNX vs PGSIX | |
| Ancora Income Fund | 2.68% | — | Jan 2004 | AIMNX vs AAIIX | |
| MassMutual Diversified Bond Fund | 2.59% | — | May 1999 | AIMNX vs MDVAX | |
| Holbrook Income Fund Class I | 2.43% | — | Jul 2016 | AIMNX vs HOBIX |
Lowest Volatility Alternatives to AIMNX
AIMNX has 3.82% 1-year volatility. There are 47 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.05%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.05% | — | Jun 2017 | AIMNX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | AIMNX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | AIMNX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | AIMNX vs LCTIX | |
| Holbrook Income Fund Class I | 2.01% | — | Jul 2016 | AIMNX vs HOBIX |
Lowest Drawdown Alternatives to AIMNX
AIMNX has a 1-year max drawdown of -3.06%. There are 81 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | AIMNX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | AIMNX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | AIMNX vs GUGAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | AIMNX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | AIMNX vs LCTIX |
Other Mutual Funds from Horizon Investments
The 6 most viewed Horizon Investments mutual funds shown here include AAANX, HNDRX, ARANX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | 57 | 12.98% | — | Jan 2012 | AIMNX vs AAANX | |
| Horizon Defined Risk Fund | Options Trading | 67 | 4.84% | — | Dec 2017 | AIMNX vs HNDRX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 53 | 12.43% | — | Aug 2014 | AIMNX vs ARANX | |
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | 63 | 9.55% | — | Jun 2019 | AIMNX vs USRAX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 85 | 10.43% | — | Dec 2016 | AIMNX vs HNDDX | |
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | 63 | 9.34% | — | Dec 2019 | AIMNX vs HESGX |
Often Compared With AIMNX
Investors most often compare AIMNX with FNILX, QQQ, VOO. These 10 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.27% | — | — | AIMNX vs FNILX | |
| Invesco QQQ ETF | Nasdaq-100 | 77 | 21.62% | 493.99B | Mar 1999 | AIMNX vs QQQ | |
| Vanguard S&P 500 ETF | S&P 500 | 75 | 11.69% | 1.60T | Sep 2010 | AIMNX vs VOO | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 36 | 0.68% | — | Nov 2018 | AIMNX vs TGRNX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 36 | 0.46% | — | Jun 2018 | AIMNX vs MWIGX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 19 | 0.16% | — | Dec 2007 | AIMNX vs BCPIX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 36 | 1.25% | — | Jun 1993 | AIMNX vs TGLMX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 40 | 1.11% | — | Dec 2006 | AIMNX vs LMSMX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 23 | 1.71% | — | Jul 2015 | AIMNX vs TNUIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 33 | 2.10% | — | Sep 2007 | AIMNX vs SEATX |
Compare AIMNX with Any Fund or Stock
Compare AIMNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair AIMNX with funds that move differently
Horizon Active Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AIMNX.
Explore AIMNX Diversifiers