Horizon Active Income Fund - Advisor Class
AIHAX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Income
- Address
- 6210 Ardrey Kell Road Charlotte NC United States of America 28277
- IPO Date
- Feb 11, 2016
- CIK
- 0001643174
- Website
- horizonmutualfunds.com
- Similar Companies
- Business
- Horizon Active Income Fund - Advisor Class (AIHAX) is an open-end mutual fund that seeks to generate income by providing fixed income exposure combining the strategic purpose of a core bond fund with opportunistic allocations to non-traditional fixed income segments; it invests primarily in U.S. dollar-denominated fixed income exchange-traded funds (ETFs) and other income-oriented securities across global markets, including corporate bonds, agency mortgage-backed securities, government bonds, government-related debt, asset-backed securities, high yield bonds, preferred stocks, bank loans, and foreign bonds. The fund employs flexible active management and risk mitigation techniques, such as dynamic asset allocation and timely adjustments to diversified holdings like SPDR DoubleLine Total Return Tactical ETF, VanEck Fallen Angel High Yield Bond ETF, Janus Henderson Mortgage-Backed Securities ETF, PIMCO Multisector Bond Active Exchange-Traded Fund, and SPDR Portfolio Short Term Corporate Bond ETF, to pursue risk-adjusted returns in varying interest rate environments. Advisor Class shares (ticker: AIHAX, CUSIP: 44053A705), launched February 8, 2016, carry a net expense ratio of 1.44% and target financial advisors and investors with a minimum initial investment of $2,500. The fund operates within the Intermediate Core-Plus Bond category, with assets under management of approximately $270 million to $279 million as of late 2025, primarily focused on U.S. bonds (88%) supplemented by non-U.S. bonds (18%), and serves individual and institutional investors seeking enhanced income over traditional fixed income portfolios. It is part of Horizon Funds, managed by Horizon Investments, LLC, an investment management firm founded in 1995 and headquartered at 6210 Ardrey Kell Road, Suite 300, Charlotte, North Carolina. The fund's portfolio managers include Scott Ladner (since 2013), Michael Dickson, and Zachary Hill (both since 2019). In recent developments, Horizon Investments, the fund's sponsor, announced the acquisition of Anfield Capital Management in December 2025, integrating approximately $662 million in assets, fixed income expertise, ETFs, mutual funds, and outsourced chief investment officer (OCIO) services to expand its offerings and establish a bi-coastal presence with roots in California. This follows Horizon's 2025 brand refresh from Horizon Investments, launch of a 12-fund ETF suite including fixed income strategies like Core Bond ETF (BNDY) and Flexible Income ETF (FLXN), and earlier acquisition of Centre Asset Management's equity assets in November 2024, reflecting aggressive growth in customizable solutions for financial advisors. These strategic moves enhance the ecosystem supporting AIHAX by bolstering fixed income capabilities and product diversification amid dynamic market conditions.