Horizon Active Risk Assist Fund (ARANX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARANX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARANX
ARANX charges 1.17% annually. There are 460 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ARANX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ARANX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | ARANX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ARANX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | ARANX vs VTMFX |
Best Risk-Adjusted Alternatives to ARANX
ARANX has a PortfoliosLab risk / return rank of 43. There are 416 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ARANX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | ARANX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ARANX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | ARANX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | ARANX vs AOBLX |
Top Performing ARANX Alternatives (YTD)
ARANX is at 11.08% YTD. There are 67 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | ARANX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | ARANX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | ARANX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | ARANX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | ARANX vs TIBIX |
Lowest Volatility Alternatives to ARANX
ARANX has 13.90% 1-year volatility. There are 517 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | ARANX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | ARANX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | ARANX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | ARANX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | ARANX vs CSTAX |
Lowest Drawdown Alternatives to ARANX
ARANX has a 1-year max drawdown of -10.13%. There are 516 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ARANX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ARANX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ARANX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ARANX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ARANX vs CSTAX |
Other Mutual Funds from Horizon Investments
The 6 most viewed Horizon Investments mutual funds shown here include AAANX, HNDRX, USRAX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | 45 | 11.36% | — | Jan 2012 | ARANX vs AAANX | |
| Horizon Defined Risk Fund | Options Trading | 78 | 5.97% | — | Dec 2017 | ARANX vs HNDRX | |
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | 64 | 9.95% | — | Jun 2019 | ARANX vs USRAX | |
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | 50 | 8.48% | — | Dec 2019 | ARANX vs HESGX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 83 | 11.67% | — | Dec 2016 | ARANX vs HNDDX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 17 | 0.03% | — | Sep 2013 | ARANX vs AIMNX |
Often Compared With ARANX
Investors most often compare ARANX with VOO, TQQQ, IIPR. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare ARANX with Any Fund or Stock
Compare ARANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARANX with funds that move differently
Horizon Active Risk Assist Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARANX.
Explore ARANX Diversifiers