Horizon Active Asset Allocation FundAAANX
Type
Mutual fund
Peer group
Allocation
Net assets
$731.4M
Expense ratio
1.31%
1-year return
+20.6%
3 years, a year
+17.1%
5 years, a year
+9.0%
Holdings
82
What it aims to do.
The investment objective of the Horizon Active Asset Allocation Fund (the Allocation Fund or the Fund) is capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| State Street SPDR Portfolio S& | 18.23% |
| iShares Core MSCI Internationa | 17.44% |
| iShares Core MSCI Emerging Mar | 8.65% |
| Avantis International Small Ca | 7.97% |
| iShares Core Dividend Growth E | 6.94% |
| First American Government Obli | 5.82% |
| Invesco S&P 500 Equal Weight E | 4.72% |
| State Street SPDR Portfolio Em | 4.00% |
| Invesco KBW Bank ETF | 3.82% |
| JPMorgan BetaBuilders Europe E | 3.11% |
More on AAANX.
- AAANX overview
- AAANX holdings
- AAANX risk
- AAANX costs
- AAANX money in and out
- AAANX share classes
- Compare AAANX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.