About HASIX
The Horizon Active Asset Allocation Fund Institutional Class is a tactical allocation mutual fund designed to seek capital appreciation through a flexible, global investment approach. Primarily, the fund invests in a diversified mix of exchange-traded funds (ETFs) to efficiently access equity markets across various geographies, sectors, styles, and factors. This multi-disciplined asset allocation strategy leverages economic, quantitative, and fundamental analyses, aiming to capture upside in rising markets while reducing risk during declines. By actively managing allocations and making timely adjustments based on market conditions, the fund provides investors exposure to a broad range of global opportunities. Notable holdings typically include large diversified ETFs tracking developed and emerging markets, as well as factor-based and sector-specific ETFs. Managed with a focus on risk management and portfolio diversification, the fund’s institutional class is tailored for investors seeking dynamic exposure to global equities within a single, professionally managed vehicle.
Fund Family Horizon Investments
Category Tactical Allocation
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HASIX
Share Class Institutional Class
Index S&P 500 TR
HASIX had a total return of 21.21% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.96%.
