AAANX Mutual Fund

AAANX Mutual Fund (Horizon Active Asset Allocation Fund Investor Class) is managed by Horizon Funds with $668.5M in net assets. AAANX expense ratio is 1.31%, holding 87 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2012-01-31.

AAANX performance shows a YTD return of 7.79%. The 1-year return is 9.96% and the 5-year return is 7.08%. AAANX dividend yield stands at 4.10%, paid annually.

AAANX top holdings include Spdr Portfolio S&p 500 Growth ETF (20.5%), Ishares Core Msci Int Devel Etf (14.4%), First American Government Obligations Fund (12.3%), Ishares Core Msci Emerging Mar (9.9%), Avantis International Small Cap Value ETF (5.9%). 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.