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Horizon Active Asset Allocation Fund - Investor Class: (MF: AAANX)

(NASDAQ Mutual Funds) As of Jun 26, 2026 04:57 PM ET

$16.08 USD

-0.08 (-0.50%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 12.37 7
3 months 7.50 3
6 months 13.71 7
1 Year 29.59 6
3 Year 19.06 21
5 Year 9.07 21
10 Year 10.77 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of May 31, 2026

1 Year 18.23
5 Year 6.95
10 Year 9.34
Since Inception 8.69

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.29 NA NA NA
2025 -3.69 9.79 7.13 2.87
2024 7.66 1.86 4.04 -1.44
2023 2.25 5.86 -2.77 11.39
2022 -5.81 -13.73 -6.82 9.67
2021 7.93 4.81 -1.08 8.30

Annual Return

20262025202420232022202120202019201820172016
% Total Return 12.3716.5412.4617.24-16.9721.1914.7620.59-8.7822.264.55
% Total Return Rel to Index 1.73-1.67-12.55-9.001.22-7.48-3.63-10.89-4.380.46-7.37
% Total Return Rel to Peer 2.342.032.554.08-4.019.694.083.39-2.288.79-1.71
% Perf Quintile vs Peer* 1.002.002.002.004.001.002.003.005.001.004.00
% Dividends 0.000.140.100.100.120.100.060.080.080.070.10
% Yield 0.000.901.000.951.010.580.440.630.690.480.84
Capital Gains ($) 0.000.512.340.000.002.090.850.000.721.500.00
Expense Ratio 0.001.181.191.181.141.141.201.211.271.361.43

* 1 = Top 20%, 5 = Bottom 20%