About AIRIX
Horizon Active Income Fund Institutional Class is an actively managed mutual fund focused on generating income through diversified fixed income investments. The fund seeks to combine the objectives of a traditional core bond fund with the broader toolkit of a non-traditional bond approach, giving it flexibility to allocate assets among a wide array of global fixed income markets. This includes exposure to high yield bonds, preferred stocks, bank loans, and foreign bonds, in addition to investment-grade securities. The institutional share class is designed for large investors, typically requiring a higher minimum investment and offering a lower expense ratio compared to other share classes.
The fund’s management employs opportunistic asset allocation and dynamic risk management strategies, aiming to deliver risk-adjusted returns across varying interest rate environments. Portfolio construction is unconstrained by country, currency, maturity, or credit quality, allowing the fund to adapt allocations based on market conditions and tactical outlook. Its role in the financial market is to serve investors seeking flexible, income-oriented exposure beyond the limitations of conventional bond funds, particularly suited for those requiring institutional-level solutions and robust portfolio diversification strategies.
Fund Family Horizon Investments
Category Intermediate Core-Plus Bond
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol AIRIX
Share Class Institutional Class
Index Bloomberg U.S. Aggregate Bond TR
AIRIX had a total return of 2.58% in the past year, including dividends. Since the fund's
inception, the average annual return has been 0.65%.
