Nasdaq - Delayed Quote USD

Horizon Active Income Investor (AIMNX)

7.96 +0.02 (+0.25%)
As of 8:05 AM EDT. Market Open.

Investment Information

Min Initial Investment
2,500
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 01.24.2023
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Vanguard NTF
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund seeks to achieve the fund's investment objective by allocating assets across various sectors of the global securities markets. The manager may execute the fund strategy by investing in exchange-traded funds (“ETFs”) or by investing directly in individual securities or baskets of securities. The fund will invest primarily in U.S. Dollar denominated securities, but may also invest a portion of its assets in non-U.S. Dollar denominated securities.

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Horizon Investments
Net Assets 223.56M
YTD Return -0.41%
Yield 3.99%
Morningstar Rating
Inception Date Sep 30, 2013

Performance & Risk

YTD Return -2.38%
5y Average Return -0.44%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

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