HESAX Mutual Fund

HESAX Mutual Fund (Horizon Defensive Core Fund Advisor Class) is managed by Horizon Funds with $47.6M in net assets. HESAX expense ratio is 1.08%, holding 300 positions across sectors including Information Technology, Consumer Discretionary, Communication Services. Inception date: 2020-01-08.

HESAX performance shows a YTD return of 7.37%. The 1-year return is 16.56% and the 5-year return is 8.99%. HESAX dividend yield stands at 14.97%, paid annually.

HESAX top holdings include Roundhill Magnificent Seven Etf (8.2%), Nvidia Corp (7.3%), Apple, Inc (5.8%), Alphabet Inc,class A (4.8%), Microsoft Corp (3.9%). Go to all HESAX holdings, HESAX sectors, or HESAX dividends.

HESAX can be compared against other funds. Use HESAX overlap to find shared positions, or HESAX vs another fund for a side-by-side view. HESAX alternatives are available via the screener, along with tax-loss harvesting opportunities.