HESGX Mutual Fund

HESGX Mutual Fund (Horizon Defensive Core Fund Investor Class) is managed by Horizon Funds with $481.9M in net assets. HESGX expense ratio is 0.93%, holding 300 positions across sectors including Information Technology, Materials, Health Care. Inception date: 2019-12-27.

HESGX performance shows a YTD return of 7.47%. The 1-year return is 16.77% and the 5-year return is 9.15%. HESGX dividend yield stands at 15.50%, paid annually.

HESGX 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 HESGX holdings, HESGX sectors, or HESGX dividends.

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