About HTFAX
Horizon Tactical Fixed Income Fund Advisor Class is a multisector bond mutual fund primarily designed to generate total return through a combination of current income and capital appreciation. The fund leverages an opportunistic strategy, allocating its assets across a range of fixed income sectors within global markets. Its holdings typically include a mix of investment-grade and high-yield corporate bonds, U.S. government and agency securities, foreign sovereign debt, convertible securities, preferred stocks, mortgage-backed securities, and bank loans. A significant portion of the portfolio is invested via exchange-traded funds (ETFs) that target these asset classes, providing diversification and tactical flexibility.
Active management underpins the fund's approach, with allocation decisions driven by systematic, quantitative models that assess trends in return and risk. The portfolio shifts tactically in response to market conditions, incorporating a daily risk management overlay—this allows the fund to potentially move into more defensive positions, such as government securities or money markets, during periods of heightened volatility or stress.
With its dynamic strategy and broad fixed-income exposure, the Horizon Tactical Fixed Income Fund Advisor Class aims to serve investors seeking a flexible, actively managed bond solution that adapts to changing interest rate and credit environments, playing a role in income generation and portfolio diversification within the financial market.
Fund Family Horizon Investments
Category Multisector Bond
Performance Rating Low
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol HTFAX
Share Class Advisor Class
HTFAX had a total return of -2.50% in the past year, including dividends. Since the fund's
inception, the average annual return has been 0.72%.
