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Horizon Active Asset Allocation Fund - Institutional Class: (MF: HASIX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:53 PM ET

$14.63 USD

-0.05 (-0.34%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.58 31
3 months 5.79 25
6 months 11.23 20
1 Year 20.67 26
3 Year 17.20 23
5 Year 9.15 26
10 Year NA NA

* 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 Feb 28, 2026

1 Year 16.59
5 Year 9.21
10 Year NA
Since Inception 10.05

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.68 9.83 7.10 2.90
2024 7.78 1.78 4.10 -1.37
2023 2.24 5.93 -2.76 11.37
2022 -5.73 -13.75 -6.80 9.74
2021 7.92 4.93 -1.08 8.29

Annual Return

2026202520242023202220212020201920182017
% Total Return 4.5816.5912.6417.29-16.8421.3114.9120.63-8.6722.53
% Total Return Rel to Index 1.85-1.62-12.37-8.951.35-7.36-3.48-10.85-4.280.73
% Total Return Rel to Peer 1.052.092.724.13-3.889.814.233.43-2.179.07
% Perf Quintile vs Peer* 1.002.000.002.004.001.002.003.005.001.00
% Dividends 0.000.160.120.120.140.110.080.090.090.07
% Yield 0.001.000.751.061.100.660.510.680.780.48
Capital Gains ($) 0.000.512.340.000.002.090.850.000.711.49
Expense Ratio 0.001.081.091.081.041.051.011.141.171.17

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