Horizon Active Risk Assist FundARANX

MUTUAL FUNDHorizon
Type
Mutual fund
Peer group
Allocation
Net assets
$1.5B
Expense ratio
1.25%
1-year return
+16.2%
3 years, a year
+16.2%
5 years, a year
+8.1%
Holdings
110

What it aims to do.

The investment objective of the Horizon Active Risk Assist Fund (the Risk Assist Fund or the Fund) is to capture the majority of the returns associated with equity market investments, while mitigating downside risk through use of a risk overlay strategy (the Risk Assist strategy).

Top 10 holdings.

Holding% of fund
State Street SPDR Portfolio S&21.21%
State Street SPDR Portfolio De16.13%
iShares Core MSCI Internationa12.51%
State Street SPDR Portfolio Em11.13%
State Street SPDR Portfolio S&9.86%
Invesco S&P 500 Equal Weight E7.96%
iShares MSCI USA Min Vol Facto6.65%
iShares MSCI USA Quality Facto3.94%
NVDA NVIDIA Corp1.15%
GOOGL Alphabet Inc1.02%

More on ARANX.

Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.