ARAAX

Active

Horizon Active Risk Assist Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.47%
Annual Cost per $10K
$147.00
30-Year Fee Drag per $10K
$25,856
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+6.97%

Asset Allocation

US Equity
78%
Intl Equity
12%
Cash
10%

Fee Comparison

ARAAX
1.47%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

39% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+38.94%3Y
Compare to

Fee Impact Calculator

$
%
ARAAX at 1.47%$251,332
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$129,281
Cost vs index fund−$126,092

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
ARAAXHorizon Active Risk Assist Fund1.47%
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AFICXAmerican Funds Fundamental Investors0.62%
FCAGXFidelity Small Cap Growth Fund0.92%
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ARANXHorizon Active Risk Assist Fund1.32%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
PNSAXPutnam Small Cap Growth Fund1.17%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
CGPAXAmerican Funds Growth Portfolio0.99%
FKMCXFidelity Mid-Cap Stock Fund1.69%
RRMGXT. Rowe Price Mid-Cap Growth Fund, Inc.1.29%
VVOAXInvesco Value Opportunities Fund1.27%
ACSHXInvesco Comstock Fund0.51%
PEIYXPutnam Large Cap Value Fund0.63%
TRMIXT. Rowe Price Mid-Cap Value Fund, Inc.0.71%
CGLGXAmerican Funds Growth and Income Portfolio0.92%
FFOJXSelect Technology Portfolio0.91%
PEMGXMidCap Fund0.93%
FSCRXFidelity Small Cap Discovery Fund0.91%
PRNHXT. Rowe Price New Horizons Fund, Inc.0.79%
AAMTXAmerican Funds 2055 Target Date Retirement Fund0.70%
FHZTXFidelity Large Cap Stock Fund1.02%
FNIAXFidelity Advisor New Insights Fund0.90%
MCPRXMFS Mid Cap Growth Fund1.02%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
NEAIXNeedham Aggressive Growth Fund1.20%
FDGFXFidelity Dividend Growth Fund1.16%
RRFDXT. Rowe Price Equity Income Fund1.25%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
MVCAXMFS Mid Cap Value Fund0.99%
FGIDXFidelity Growth and Income Portfolio0.46%
IBBiShares Biotechnology ETF0.44%
CHCCXAB DISCOVERY GROWTH FUND, INC.0.92%
WFPRXAllspring Special Mid Cap Value Fund0.70%
ARZMXAMG River Road Small Cap Value Fund1.02%
JDVFXDisciplined Value Fund1.71%
FMSHXFranklin Mutual Shares Fund0.70%
QLDProShares Ultra QQQ0.95%
GSKPXGoldman Sachs Tax-Advantaged Global Equity Portfolio1.22%
NLSAXNeuberger Berman Long Short Fund1.68%
LCBEXClearBridge Dividend Strategy Fund0.66%
AANTXAmerican Funds 2060 Target Date Retirement Fund0.72%
DDFIXInvesco Diversified Dividend Fund1.07%
FDVLXFidelity Value Fund0.68%
FBIOXSelect Biotechnology Portfolio0.63%
RYPRXRoyce Premier Fund1.19%
GGAFXGuidePath Growth Allocation Fund0.81%
FCDAXFidelity Stock Selector Small Cap Fund0.85%
GGHCXInvesco Health Care Fund1.30%
FSPHXSelect Health Care Portfolio0.63%
FBTAXFidelity Advisor Biotechnology Fund1.71%
BPAVXBoston Partners All-Cap Value Fund0.80%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
OTCFXT. Rowe Price Small-Cap Stock Fund, Inc.0.90%
GTSAXInvesco Small Cap Growth Fund0.81%
POSKXPRIMECAP Odyssey Stock Fund0.67%
TCPWXTransamerica Capital Growth0.74%
ISTNXMacquarie Science and Technology Fund1.42%
FGRCXFidelity Mega Cap Stock Fund0.47%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
FEQIXFidelity Equity-Income Fund0.53%
EIPIFT Energy Income Partners Enhanced Income ETF1.11%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
FCPVXFidelity Small Cap Value Fund1.20%
FSLCXFidelity Small Cap Stock Fund0.87%
MIRTXMassachusetts Investors Trust0.95%
FFDKXFidelity Fund0.42%
BGSAXBlackRock Technology Opportunities Fund1.92%
HRSIXHood River Small-Cap Growth Fund1.07%
FETKXFidelity Equity Dividend Income Fund0.46%
FACDXFidelity Advisor Health Care Fund0.68%
POGRXPRIMECAP Odyssey Growth Fund0.66%
AALRXAmerican Beacon Large Cap Value Fund0.62%
FVDFXFidelity Value Discovery Fund0.77%
JLVMXJPMorgan Large Cap Value Fund0.93%
BGRUXBARON GROWTH FUND1.09%
ACFLXFocused Large Cap Value Fund1.09%
APDMXArtisan Mid Cap Fund1.05%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
ACLCXValue Fund1.45%
RYPNXRoyce Small-Cap Opportunity Fund1.22%
PNOBXPutnam Sustainable Leaders Fund0.88%
FELAXFidelity Advisor Semiconductors Fund0.69%
ACGIXInvesco Growth and Income Fund0.78%
SSOProShares Ultra S&P5000.89%
PHLQXPGIM Jennison Health Sciences Fund0.77%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
EQTYKOVITZ CORE EQUITY ETF0.99%
PENNXRoyce Small-Cap Fund0.93%
JSCZXJPMorgan U.S. Small Company Fund1.19%
FTCHXInvesco Technology Fund1.76%
FSIUXInvesco Dividend Income Fund1.69%
LADCXLORD ABBETT DEVELOPING GROWTH FUND INC0.94%
LAFPXLORD ABBETT AFFILIATED FUND INC0.89%
QGI2QVIP Growth and Income Portfolio0.49%
FVSKXFidelity Advisor Value Strategies Fund0.72%
GVEZXVALUE EQUITY FUND0.90%
llpfxLongleaf Partners Fund0.79%

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