HTFIX

Active

Horizon Tactical Fixed Income Fund

Category: Other (5,046 funds)

Expense Ratio

1.08%

Annual Cost per $10K

$108.00

30-Year Fee Drag per $10K

$19,974

at 7% annual return

Fund Type

Mutual Fund

Active

Asset Allocation

US Equity

31%

US Bond

40%

Intl Bond

13%

Cash

16%

Fee Comparison

HTFIX

1.08%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

9% more expensive than category average

Fee Impact Calculator

Investment

Years

Annual Return

HTFIX at 1.08%$280,743

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$99,870

Cost vs index fund−$96,681

Similar Funds (100)

Ranked by allocation similarity weighted by fund size

Ticker	Name	ER	1yr	3yr	5yr
HTFIX	Horizon Tactical Fixed Income Fund	1.08%	—	—	—
ABALX	American Balanced Fund	0.58%	+16.02%	+15.46%	+10.83%
FNCFX	Franklin Income Fund	0.41%	+9.26%	+10.15%	+10.23%
FAGIX	Fidelity Capital and Income Fund	0.90%	+12.77%	+12.18%	+9.03%
HTFNX	Horizon Tactical Fixed Income Fund	1.18%	+0.71%	—	—
CAIBX	Capital Income Builder	0.58%	+15.51%	+14.04%	+11.04%
FBAKX	Fidelity Balanced Fund	0.46%	+11.35%	+14.26%	+10.21%
VWIAX	VANGUARD WELLESLEY INCOME FUND	0.16%	+8.11%	+8.65%	+5.49%
CBFAX	American Funds Global Balanced Fund	0.80%	+13.87%	+13.82%	+7.93%
HBLFX	THE HARTFORD BALANCED INCOME FUND	0.56%	+7.51%	+9.23%	+6.46%
DOXBX	Dodge & Cox Balanced Fund	0.43%	+12.15%	+13.26%	—
WMMRX	Wilmington Real Asset Fund	0.75%	+8.60%	+5.89%	+7.93%
FAHDX	Fidelity Advisor Capital and Income Fund	1.18%	-4.65%	-23.77%	-28.98%
FPUKX	Fidelity Puritan Fund	0.47%	+10.50%	+14.48%	+9.65%
CVSCX	Calamos Market Neutral Income Fund	1.97%	+6.47%	+7.07%	+4.09%
VTTVX	VANGUARD TARGET RETIREMENT 2025 FUND	0.08%	+13.31%	+13.31%	+7.78%
VTWNX	VANGUARD TARGET RETIREMENT 2020 FUND	0.08%	+10.94%	+11.19%	+6.33%
FPCIX	Strategic Advisers Core Income Fund	0.33%	+3.89%	+3.62%	-0.16%
IPNFX	Invesco Multi-Asset Income Fund	1.72%	+9.16%	+9.77%	+3.98%
AIMNX	Horizon Active Income Fund	1.29%	+1.84%	+2.30%	-0.99%
ALAAX	Invesco Income Allocation Fund	0.91%	+10.22%	+8.82%	+4.84%
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+10.10%	+9.80%	+4.76%
QBA2Q	VIP Balanced Portfolio	0.50%	+13.80%	+16.29%	+11.31%
AZNAX	Virtus Income & Growth Fund	1.14%	-0.54%	-30.95%	-33.76%
CAAMX	Invesco Select Risk: Moderately Conservative Investor Fund	1.69%	+9.83%	+9.64%	+4.59%
FBFRX	Franklin Managed Income Fund	0.59%	+5.98%	+8.38%	+7.62%
VSCGX	VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND	0.12%	+12.46%	+11.66%	+5.67%
PRPDX	Permanent Portfolio	1.06%	+21.67%	+19.48%	+13.49%
QCSCIX	College Retirement Equities Fund - Social Choice Account	—	+12.62%	+13.37%	+8.38%
FAUDX	Strategic Advisers Short Duration Fund	0.20%	+5.04%	+5.12%	+2.85%
KAMAX	Kensington Managed Income Fund	1.91%	+5.20%	+4.28%	—
EARAX	Eaton Vance All Asset Strategy Fund	1.12%	+6.05%	+6.03%	+2.88%
KTRZX	DWS Global Income Builder Fund	0.58%	+15.01%	+14.69%	+8.66%
GABRX	GuidePath Absolute Return Allocation Fund	0.98%	—	—	—
QAI	NYLI Hedge Multi-Strategy Tracker ETF	0.91%	+8.43%	+9.29%	+4.01%
VTHRX	VANGUARD TARGET RETIREMENT 2030 FUND	0.08%	+14.80%	+14.74%	+8.95%
FIWBX	Fidelity Advisor Multi-Asset Income Fund	0.80%	+14.10%	+12.50%	+9.96%
CRMVX	Potomac Managed Volatility Fund	1.66%	+5.21%	+3.89%	+3.34%
PCBFX	SAM Conservative Balanced Portfolio	0.87%	+10.79%	+11.18%	+6.23%
TCLFX	Nuveen Lifecycle 2025 Fund	0.47%	+7.50%	+9.47%	+5.87%
JNBZX	JPMorgan Income Builder Fund	0.52%	+11.45%	+11.08%	+6.57%
COTDX	Columbia Thermostat Fund	0.61%	+14.43%	—	—
TCLTX	Nuveen Lifecycle 2020 Fund	0.54%	+7.17%	+8.70%	+5.23%
GAOZX	JPMorgan Global Allocation Fund	0.65%	+13.56%	+13.24%	+7.61%
FATKX	Fidelity Freedom 2020 Fund	0.28%	+12.90%	+12.70%	+7.02%
VPVGMMV	PIMCO Global Managed Asset Allocation Portfolio	1.18%	+19.71%	+15.14%	+9.20%
TAAJX	Transamerica Asset Allocation - Conservative Portfolio	0.91%	+11.91%	+10.75%	—
FATZX	Fidelity Freedom Index 2025 Fund	0.05%	+13.00%	—	—
IRMPX	VOYA RETIREMENT MODERATE PORTFOLIO	0.61%	+10.36%	+10.52%	+5.89%
FPIOX	Strategic Advisers Income Opportunities Fund	0.53%	+8.90%	+8.92%	+5.18%
FIKMX	Fidelity Real Estate Income Fund	0.66%	+5.12%	+8.53%	+7.03%
PLTJX	Principal LifeTime 2030 Fund	0.79%	+12.03%	+12.82%	+8.12%
NLGAX	Columbia Capital Allocation Moderate Conservative Portfolio	0.91%	+12.42%	+11.48%	+5.69%
FBKFX	Fidelity Balanced K6 Fund	0.32%	+11.36%	+14.42%	+10.40%
MSFKX	MFS Total Return Fund	0.40%	+8.99%	+10.63%	+8.56%
FDTKX	Fidelity Freedom 2025 Fund	0.59%	+14.38%	+14.00%	+8.03%
FTRLX	Federated Hermes Total Return Bond Fund	0.38%	+3.59%	+3.16%	+0.18%
FAUYX	Fidelity Freedom Index 2030 Fund	0.05%	+14.06%	—	—
TLQIX	Nuveen Lifecycle Index 2025 Fund	0.10%	+8.99%	+10.42%	+6.46%
PLFJX	Principal LifeTime 2020 Fund	0.76%	+10.12%	+10.67%	+6.20%
AAATX	American Funds 2010 Target Date Retirement Fund	0.59%	+10.80%	+10.21%	+6.55%
TAAMX	Transamerica Asset Allocation - Moderate Portfolio	0.95%	+14.62%	+13.19%	—
TLHIX	Nuveen Lifecycle Index 2030 Fund	0.25%	+9.89%	+11.56%	+7.37%
LQDH	iShares Interest Rate Hedged Corporate Bond ETF	0.24%	+7.15%	+8.90%	+5.63%
FFOYX	Fidelity Freedom 2015 Fund	0.45%	—	—	—
FPKFX	Fidelity Puritan K6 Fund	0.33%	+10.06%	+14.35%	+9.57%
FPFRX	FPA Crescent Fund	1.06%	+17.01%	—	—
AQRRX	AQR Multi-Asset Fund	0.96%	+17.94%	+12.73%	+9.75%
SSBSX	State Street Target Retirement 2025 Fund	0.09%	+11.78%	+12.36%	+7.62%
GIXFX	GuidePath Flexible Income Allocation Fund	0.40%	+3.77%	-1.81%	—
FTFCX	American Funds College 2030 Fund	0.35%	+10.25%	+10.58%	+6.69%
IIIPX	VOYA INDEX SOLUTION INCOME PORTFOLIO	0.20%	+9.85%	+9.68%	+4.54%
LTPDX	Principal LifeTime 2025 Fund	0.52%	+10.91%	+11.48%	+7.06%
FATYX	Fidelity Freedom Index 2020 Fund	0.05%	+11.61%	—	—
TAIAX	American Funds Tax-Aware Conservative Growth and Income Portfolio	0.66%	+11.96%	+12.92%	+8.66%
CFIAX	Columbia Flexible Capital Income Fund	0.83%	+10.40%	+8.81%	+8.95%
ISFAX	Lord Abbett Multi-Asset Income Fund	1.39%	+8.01%	+8.45%	+5.38%
TCHPX	Nuveen Lifecycle 2030 Fund	0.40%	+8.26%	+10.71%	+6.83%
FFFEX	Fidelity Freedom 2030 Fund	0.61%	+15.35%	+14.88%	+8.92%
ABDAX	Columbia Capital Allocation Conservative Portfolio	0.94%	+9.85%	+9.00%	+3.36%
POBAX	Aristotle Portfolio Optimization Moderate Conservative Fund	1.12%	+9.78%	—	—
DMSZX	Destinations Multi Strategy Alternatives Fund	1.32%	+4.35%	+7.77%	+6.14%
DDERX	Macquarie Wealth Builder Fund	0.74%	+7.71%	—	—
VBIAX	VANGUARD BALANCED INDEX FUND	0.07%	+13.44%	+14.72%	+9.51%
VTMFX	VANGUARD TAX-MANAGED BALANCED FUND	0.09%	+11.07%	+12.90%	+8.69%
TCFPX	Nuveen Lifecycle 2015 Fund	0.37%	+7.02%	+8.21%	+4.91%
VSMGX	VANGUARD LIFESTRATEGY MODERATE GROWTH FUND	0.13%	+15.80%	+14.79%	+8.58%
VTTHX	VANGUARD TARGET RETIREMENT 2035 FUND	0.08%	+16.09%	+15.94%	+10.07%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+8.06%	+8.71%	+4.03%
JBAWX	Balanced Fund	0.62%	+17.64%	+16.24%	+10.38%
VWENX	VANGUARD WELLINGTON FUND	0.17%	+12.65%	+13.05%	+9.43%
CRAAX	Columbia Adaptive Risk Allocation Fund	0.82%	+8.65%	+6.99%	+4.56%
TLWIX	Nuveen Lifecycle Index 2020 Fund	0.35%	+8.50%	+9.62%	+5.73%
BLAVX	Lord Abbett Multi-Asset Balanced Opportunity Fund	0.90%	+10.75%	+11.77%	+8.08%
SSFOX	State Street Target Retirement Fund	0.09%	+9.84%	+10.00%	+5.77%
FFFCX	Fidelity Freedom 2010 Fund	0.46%	+9.58%	+9.50%	+4.63%
GAOPX	Goldman Sachs Balanced Strategy Portfolio	0.61%	+10.62%	+11.04%	+6.23%
PHJQX	Principal LifeTime Hybrid 2025 Fund	0.32%	+12.27%	+12.11%	+7.69%
MSTRX	Morningstar Total Return Bond Fund$1M min	0.55%	+5.86%	+5.60%	-0.75%
IJKBX	VOYA SOLUTION INCOME PORTFOLIO	1.08%	+9.17%	+9.32%	+4.38%
FFCTX	American Funds College 2027 Fund	0.33%	+8.18%	+8.10%	+4.57%

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