HASIX Mutual Fund

HASIX Mutual Fund (Horizon Active Asset Allocation Fund Institutional Class) is managed by Horizon Funds with $46.9M in net assets. HASIX expense ratio is 1.21%, holding 82 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2016-09-09.

HASIX performance shows a YTD return of 9.29%. The 1-year return is 20.50% and the 5-year return is 8.34%. HASIX dividend yield stands at 3.99%, paid annually.

HASIX top holdings include Spdr Portfolio S&p 500 Growth ETF (20.8%), Ishares Core Msci Int Devel Etf (15.3%), Ishares Core Msci Emerging Mar (10.4%), Avantis International Small Cap Value ETF (5.5%), Invesco S&P 500 Equal Weight Etf (Rsp) (5.1%). Go to all HASIX holdings, HASIX sectors, or HASIX dividends.

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