Horizon Active Risk Assist Fund - Advisor Class
ARAAX
NASDAQ- -
USD
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- -
Capital Structure
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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
- Address
- 6210 Ardrey Kell Road Charlotte NC United States of America 28277
- IPO Date
- Sep 4, 2015
- CIK
- 0001643174
- Website
- horizonmutualfunds.com
- Similar Companies
- Business
- Horizon Active Risk Assist Fund - Advisor Class (ARAAX) is an open-end mutual fund that seeks to capture the majority of equity market returns while mitigating downside risk through a proprietary risk overlay strategy known as Risk Assist®. Horizon Investments, LLC, the fund's investment adviser founded in 1995 and headquartered in Charlotte, North Carolina, manages the fund using a multi-disciplined global asset allocation approach primarily implemented via exchange-traded funds (ETFs) that provide exposure to a broad universe of global equities, including market, style, sector, country, and factor indexes; the Risk Assist® component dynamically shifts up to 100% of assets into Treasury-related securities or cash equivalents during periods of abnormal market volatility to guard against large portfolio drawdowns, while remaining fully invested in equities under normal conditions to capture upside potential. The Advisor Class shares (ticker: ARAAX; CUSIP: 44053A408), launched on September 4, 2015, target financial advisors and institutional investors with a net expense ratio of approximately 1.43%, minimum initial investment of $2,500, and total net assets under management exceeding $1.4 billion across share classes as of late 2025. The fund operates within the tactical allocation category, serving investors seeking flexible, risk-managed global equity exposure without reliance on market timing. In recent developments, Horizon Investments rebranded from Horizon Investments to simply Horizon in 2025, emphasizing its focus on fueling advisor growth through expanded technology and investment solutions. The firm launched 12 new actively managed ETFs throughout 2025, including the Horizon International Managed Risk ETF (SFTX) in December, which incorporates the Risk Assist® framework for developed and emerging market equities. Horizon also completed strategic acquisitions, including Anfield Capital Management in December 2025 to enhance fixed income capabilities and establish a California presence, and Centre Asset Management in late 2024 (closing in early 2025) to bolster active equity expertise. These moves augment Horizon's goals-based strategies, separately managed accounts (SMAs), outsourced CIO services, and proprietary software for financial advisors serving high-net-worth individuals, institutions, and retirement plans across the United States.