Horizon Active Asset Fund Quote
| HASAX Fund | USD 13.65 0.13 0.96% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Horizon Active is trading at 13.65 as of the 31st of January 2025; that is 0.96 percent up since the beginning of the trading day. The fund's open price was 13.52. Horizon Active has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The adviser selects asset classes using a flexible approach that allocates the Allocation funds portfolio between asset classes that Horizon believes offer the opportunity for the highest projected return for a given amount of risk. The adviser may execute its strategy by investing in exchange-traded funds or by investing directly in individual securities or baskets of securities. More on Horizon Active Asset
Moving together with Horizon Mutual Fund
Horizon Mutual Fund Highlights
| Fund Concentration | Horizon Investments Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Horizon Investments, Large Blend, Tactical Allocation (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Horizon Active Asset [HASAX] is traded in USA and was established 31st of January 2025. Horizon Active is listed under Horizon Investments category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Horizon Investments family. This fund currently has accumulated 901.88 M in assets under management (AUM) with no minimum investment requirementsHorizon Active Asset is currently producing year-to-date (YTD) return of 4.25% with the current yeild of 0.01%, while the total return for the last 3 years was 6.77%.
Check Horizon Active Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Horizon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Horizon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Horizon Active Asset Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Horizon Active Asset Mutual Fund Constituents
| ASHR | Xtrackers Harvest CSI | Etf | China Region | |
| EWJ | iShares MSCI Japan | Etf | Japan Stock | |
| SPSM | SPDR Portfolio SP | Etf | Small Blend | |
| PHO | Invesco Water Resources | Etf | Natural Resources | |
| VTV | Vanguard Value Index | Etf | Large Value | |
| RSP | Invesco SP 500 | Etf | Large Blend | |
| VYM | Vanguard High Dividend | Etf | Large Value | |
| VUG | Vanguard Growth Index | Etf | Large Growth |
Horizon Active Asset Risk Profiles
| Mean Deviation | 0.8755 | |||
| Standard Deviation | 2.04 | |||
| Variance | 4.16 | |||
| Risk Adjusted Performance | (0.07) |
Horizon Active Against Markets
Other Information on Investing in Horizon Mutual Fund
Horizon Active financial ratios help investors to determine whether Horizon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Horizon with respect to the benefits of owning Horizon Active security.
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