HESAX Mutual Fund
HESAX Mutual Fund
HESAX Mutual Fund
Horizon Defensive Core Fund Advisor Class
HESAX Mutual Fund Overview
HESAX Mutual Fund (Horizon Defensive Core Fund Advisor Class) is managed by Horizon Funds with $48.9M in net assets. HESAX expense ratio is 1.08%, holding 300 positions across sectors including Information Technology, Materials, Health Care. 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 8.98%. HESAX dividend yield stands at 15.37%, paid annually.
HESAX top holdings include Apple, Inc (6.2%), Microsoft Corp (4.6%), Amazon.Com Inc (3.6%), Bank Of America Corp. (0.7%), Applied Materials, Inc. (0.5%). 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.