Horizon Active Asset Allocation Fund

Class N (AAANX)

U.S. News evaluated 85 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 20.94 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.5%
1 Year 20.9%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund allocates assets across various sectors of the global securities markets. It invests primarily in exchange-traded funds ("ETFs"). The fund normally invests a majority of its assets in ETFs that invest primarily in equity securities. The adviser selects asset classes using a tactical approach that allocates the fund's portfolio between asset classes that the adviser believes have the highest expected return for a given amount of risk. Tactical investing strategies seek to maximize returns by adjusting portfolio asset-allocations among various asset classes based upon near-term forecasts.

Fees

Fees are Low compared to funds in the same category.
Horizon Active Asset Allocation Fund has an expense ratio of 1.42 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

Top Horizon Investments Funds