HESGX Mutual Fund
HESGX Mutual Fund
Horizon Defensive Core Fund Investor Class
HESGX Mutual Fund Overview
HESGX Mutual Fund (Horizon Defensive Core Fund Investor Class) is managed by Horizon Funds with $463.6M in net assets. HESGX expense ratio is 0.93%, holding 300 positions across sectors including Unknown, Information Technology, Materials. Inception date: 2019-12-27.
HESGX performance shows a YTD return of 6.41%. The 1-year return is 19.02% and the 5-year return is 9.53%. HESGX dividend yield stands at 15.66%, paid annually.
HESGX 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 HESGX holdings, sector breakdown, or dividend history.
HESGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HESGX alternatives are available via the screener, along with tax-loss harvesting opportunities.