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Mutual Funds: HORIZON

Below are the funds available and their minimum investment amounts. If you don’t see the fund you are looking for or are uncertain whether a fund is available for your use, contact us.

Fund Settlement Date Taxable Initial Taxable Subsequent Non-Taxable Initial Non-Taxable Subsequent
HORIZON ACTIVE ASSET ALLOC INV (AAANX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ACTIVE RISK ASSIST I (ACRIX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ACTIVE INCOME ADV (AIHAX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ACTIVE INCM FD INV (AIMNX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ACTIVE INCOME I (AIRIX)
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1 $10,000,000.00 $0.00 $10,000,000.00 $0.00
HORIZON ACTIVE RISK ASSIST A (ARAAX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ACTIVE RISK ASSIST FD INV (ARANX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON DEFINED RISK ADV (HADRX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ACTIVE DIV ADV (HADUX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ACTIVE ASSET ALLOCATION ADV (HASAX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ACTIVE ASSET ALLOCATION I (HASIX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ESG DEFENSIVE CORE ADV (HESAX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ESG DEFENSIVE CORE INV (HESGX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON ACTIVE DIV FD CL INV (HNDDX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON DEFINED RISK INV (HNDRX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON U.S. DEFENSIVE SMALLMID CAP FD I (HSMNX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON TACTICAL FIXED INCOME ADVISOR (HTFAX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON FDS TACTICAL INV CL (HTFNX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON FDS US DEFNSV EQ INV (USRAX)
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1 $0.00 $0.00 $0.00 $0.00
HORIZON U.S. DEFENSIVE EQUITY ADVISOR (USRTX)
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1 $0.00 $0.00 $0.00 $0.00

Some funds charge fees to cover marketing, distribution and administrative expenses. These fees include marketing fees known as a “12b-1 fees”, as well as certain record keeping or shareholder services fees. Such fees are included in the fund’s overall expense ratio and a portion of these fees may be paid to us. We reserve the right to change the funds we make available at any time without prior notice.