HASIX

ActiveMin. $1M

Horizon Active Asset Allocation Fund

Category: Other (5,046 funds)

Expense Ratio
1.24%
Annual Cost per $10K
$124.00
30-Year Fee Drag per $10K
$22,463
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+9.26%

Asset Allocation

US Equity
57%
Intl Equity
39%
Cash
5%

Fee Comparison

HASIX
1.24%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

25% more expensive than category average

Historical Returns

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

+44.13%3Y
Compare to

Fee Impact Calculator

$
%
HASIX at 1.24%$268,295
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$112,317
Cost vs index fund−$109,129

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

TickerNameER
HASIXHorizon Active Asset Allocation Fund1.24%
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QCGLFXCollege Retirement Equities Fund - Global Equities Account
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VFFVXVANGUARD TARGET RETIREMENT 2055 FUND0.08%
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FFFGXFidelity Freedom 2045 Fund0.65%
AAANXHorizon Active Asset Allocation Fund1.34%
CGGEXAmerican Funds Global Growth Portfolio1.07%
FFFHXFidelity Freedom 2050 Fund0.65%
VTVANGUARD TOTAL WORLD STOCK INDEX FUND0.06%
ACWIiShares MSCI ACWI ETF0.32%
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AGVDXAmerican Funds Global Insight Fund1.53%
IGMAXVoya Global Insights Portfolio1.01%
FLKSXFidelity Low-Priced Stock K6 Fund0.50%
FIQOXFidelity Worldwide Fund1.06%
FTWRXTempleton World Fund1.05%
VTIVXVANGUARD TARGET RETIREMENT 2045 FUND0.08%
PGRNXImpax Global Environmental Markets Fund1.14%
JGRSXGlobal Shareholder Yield Fund1.24%
BEGRXFranklin Mutual Beacon Fund1.27%
FCTKXFidelity Freedom 2055 Fund0.45%
SGMAXSIIT GLOBAL MANAGED VOLATILITY FUND0.72%
AGGPXMFS Aggressive Growth Allocation Fund0.69%
MGORXGlobal Opportunity Portfolio0.85%
MGLAXMFS Global Real Estate Fund1.18%
GGMBXGoldman Sachs Global Managed Beta Fund$1M min0.37%
FSAMXStrategic Advisers Emerging Markets Fund0.49%
XTiShares Future Exponential Technologies ETF0.46%
TRZRXT. Rowe Price Real Assets Fund, Inc.0.65%
HLMGXHarding Loevner Global Equity Portfolio1.08%
GCEYXAB Global Core Equity Portfolio0.79%
FNNEXNew Economy Fund0.47%
ALTFXAB SUSTAINABLE GLOBAL THEMATIC FUND, INC.1.03%
YACKXAMG Yacktman Fund$1M min0.62%
USAWXVictory Sustainable World Fund1.38%
RIFSXGlobal Real Estate Securities Fund0.91%
CSFZXCohen & Steers Global Realty Shares, Inc.0.84%
GGBZXAggressive Allocation Fund1.09%
FTGFXTempleton Growth Fund, Inc.1.03%
GCSLXVictory Pioneer Global Equity Fund1.10%
USCGXVictory Capital Growth Fund1.09%
FFFFXFidelity Freedom 2040 Fund0.63%
PFLJXPrincipal LifeTime 2050 Fund0.88%
APDDXArtisan Global Discovery Fund1.31%
AGOCXPGIM Jennison Global Equity Income Fund1.15%
FAVPXFidelity Freedom Index 2045 Fund0.05%
RTXMXTax-Managed Real Assets Fund0.98%
VLXVXVANGUARD TARGET RETIREMENT 2065 FUND0.08%
FDKVXFidelity Freedom 2060 Fund0.45%
MWOKXMFS Global Growth Fund0.90%
FAVQXFidelity Freedom Index 2050 Fund0.04%
APDRXArtisan Global Opportunities Fund1.05%
FDCPXSelect Tech Hardware Portfolio0.69%
CSUFXCohen & Steers Global Infrastructure Fund Inc.0.87%
PORTXTrillium ESG Global Equity Fund1.06%
VCRAXNYLI CBRE Global Infrastructure Fund0.90%
IXCiShares Global Energy ETF0.40%
PGRQXPGIM Global Real Estate Fund1.37%
FFNOXFidelity Multi-Asset Index Fund0.11%
ACWViShares MSCI Global Min Vol Factor ETF0.20%
FAVRXFidelity Freedom Index 2055 Fund0.08%
EADIXEaton Vance Global Equity Income Fund1.18%
AWTAXVirtus Duff & Phelps Water Fund1.22%
GRASXGoldman Sachs Multi-Manager Real Assets Strategy Fund0.90%
ITGRXMacquarie Global Growth Fund0.85%
FFFLXFidelity Advisor Freedom 2050 Fund1.19%
RGGIXT. Rowe Price Global Growth Stock Fund0.68%
LTFDXPrincipal LifeTime 2055 Fund1.20%
ESGNXMirova Global Megatrends Fund0.89%
VEIGXVANGUARD GLOBAL ESG SELECT STOCK FUND0.48%
BIALXBrown Advisory Global Leaders Fund0.76%
RGLRXGlobal Equity Fund0.81%
DGFAXDavis Global Fund0.95%
FGIWXNuveen Global Infrastructure Fund0.89%
TCLPXNuveen Lifecycle 2050 Fund0.69%
FPHAXSelect Pharmaceuticals Portfolio0.67%
CGWInvesco S&P Global Water Index ETF0.59%
FSTEXInvesco Energy Fund0.83%
FFCBXFidelity Freedom Blend 2060 Fund1.47%
TRNEXT. Rowe Price New Era Fund0.57%
BGLUXBaron Global Advantage Fund0.91%
FCGLXFidelity Advisor Freedom 2045 Fund0.65%
BACAXBlackRock Energy Opportunities Fund1.31%
TTFIXNuveen Lifecycle 2045 Fund0.68%
FAVUXFidelity Freedom Index 2060 Fund0.08%
DRIVGlobal X Autonomous & Electric Vehicles ETF0.68%
VHGEXVANGUARD GLOBAL EQUITY FUND0.39%
SILGlobal X Silver Miners ETF0.65%
NGREXGlobal Real Estate Index Fund0.47%
FFBUXFidelity Freedom Blend 2045 Fund0.27%
CAGEXCalamos Global Equity Fund1.15%
PLTAXPrincipal LifeTime 2060 Fund1.20%
BGLAXBrookfield Global Listed Infrastructure Fund1.25%
VGHAXVANGUARD HEALTH CARE FUND0.32%

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