AAANX Mutual Fund

AAANX Mutual Fund (Horizon Active Asset Allocation Fund Investor Class) is managed by Horizon Funds with $742.8M in net assets. AAANX expense ratio is 1.31%, holding 82 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2012-01-31.

AAANX performance shows a YTD return of 9.26%. The 1-year return is 20.39% and the 5-year return is 8.23%. AAANX dividend yield stands at 4.04%, paid annually.

AAANX top holdings include Spdr Portfolio S&p 500 Growth ETF (18.2%), Ishares Core Msci Int Devel Etf (17.4%), Ishares Core Msci Emerging Mar (8.7%), Avantis International Small Cap Value ETF (8.0%), Ishares Core Dividend Growth ETF (6.9%). Go to all AAANX holdings, AAANX sectors, or AAANX dividends.

AAANX can be compared against other funds. Use AAANX overlap to find shared positions, or AAANX vs another fund for a side-by-side view. AAANX alternatives are available via the screener, along with tax-loss harvesting opportunities.