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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 144 World Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all AdvisorOne Funds funds
Performance
The fund has returned 14.32 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 12.2% |
| 1 Year | 14.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
