About ARANX
The Horizon Active Risk Assist Fund Investor Class is a mutual fund designed to offer diversified global equity exposure while actively managing portfolio risk. Its primary purpose is to participate in the growth potential of global stock markets and, importantly, to guard against significant downside risk through its proprietary Risk Assist® strategy. This strategy enables the fund to dynamically adjust its asset allocation in response to changing market conditions, with the flexibility to shift up to 100% of assets into Treasury-related securities during periods of elevated risk, aiming to protect against large drawdowns.
The fund employs an opportunistic and flexible investment approach, accessing a wide array of market segments, including U.S., developed international, and emerging market equities, as well as various investment factors like value, growth, quality, and minimum volatility. The portfolio is typically comprised of major ETFs and other securities that represent these broad market exposures. Categorized within the tactical allocation space, the Horizon Active Risk Assist Fund Investor Class is structured to capture upside during favorable market cycles while employing explicit hedging techniques to reduce potential losses during severe downturns, making it a notable player among risk-managed equity funds.
Fund Family Horizon Investments
Category Tactical Allocation
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ARANX
Share Class Investor Class
Index S&P 500 TR
ARANX had a total return of 13.86% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.20%.
