HESAX Mutual Fund (Horizon Defensive Core Fund Advisor Class) is managed by Horizon Funds with $47.4M in net assets. HESAX expense ratio is 1.08%, holding 300 positions across sectors including Unknown, Information Technology, Materials. Inception date: 2020-01-08.

HESAX performance shows a YTD return of 6.34%. The 1-year return is 18.82% and the 5-year return is 9.37%. HESAX dividend yield stands at 15.52%, paid annually.

HESAX top holdings include Apple Inc (6.2%), Amazon.Com Inc (3.6%), Bank Of America Corp. (0.7%), Applied Materials, Inc. (0.5%), New Linde Plc (0.4%). View all HESAX holdings, sector breakdown, or dividend history.

HESAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HESAX alternatives are available via the screener, along with tax-loss harvesting opportunities.