Nasdaq - Delayed Quote • USD
Horizon Defensive Core Investor (HESGX)
At close: 8:00 PM EDT
Loading Chart for HESGX
DELL
- Previous Close
40.77 - YTD Return 6.51%
- Expense Ratio 0.99%
- Category Large Blend
- Last Cap Gain 6.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 297.69M
- Beta (5Y Monthly) 0.83
- Yield 0.57%
- 5y Average Return --
- Holdings Turnover 139.00%
- Last Dividend 0.22
- Inception Date Jan 8, 2020
Under normal circumstances, substantially all (at least 80%) of the value of the fund’s net assets will be invested in a combination of equity securities included in the index and Defensive Investments.
Horizon Investments
Fund Family
Large Blend
Fund Category
297.69M
Net Assets
2020-01-08
Inception Date
Performance Overview: HESGX
Trailing returns as of 5/30/2024. Category is Large Blend.
People Also Watch
USRAX Horizon Multi-Factor U.S. Equity Inv
30.47
-0.33%
HNDRX Horizon Defined Risk Investor
71.20
-0.25%
ARANX Horizon Active Risk Assist Fund
25.09
-0.36%
HNDDX Horizon Equity Premium Income Investor
65.79
-0.42%
HDMV First Trust Horizon Managed Volatility Developed International ETF
29.07
+0.88%
AIMNX Horizon Active Income Investor
7.95
+0.38%
HUSV First Trust Horizon Managed Volatility Domestic ETF
34.58
+0.57%
AAANX Horizon Active Asset Allocation Investor
14.97
-0.20%
HSMV First Trust Horizon Managed Volatility Small/Mid ETF
33.27
+1.04%
SSIRX Sierra Tactical Core Income Instl
19.70
+0.17%
HSMNX Horizon Multi-Factor Small/Mid Cap Inv
34.41
+0.88%
JHQTX JPMorgan Hedged Equity 3 I
17.73
-0.62%
FYX First Trust Small Cap Core AlphaDEX Fund
91.81
+1.60%
GSIMX Goldman Sachs GQG Ptnrs Intl Opps Instl
22.85
+0.13%
JHQDX JPMorgan Hedged Equity 2 I
17.18
-0.29%
Holdings: HESGX
Top 10 Holdings (40.18% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorHESGX
Technology 34.01%
Healthcare 12.15%
Financial Services 11.52%
Communication Services 10.03%
Consumer Cyclical 9.36%
Industrials 8.90%
Consumer Defensive 5.66%
Basic Materials 2.61%
Real Estate 2.38%
Energy 2.34%
Utilities 1.04%
Recent News: HESGX
Research Reports: HESGX
Top Mutual Funds
BIPIX ProFunds Biotechnology UltraSector Fund
59.72
+2.88%
BIPSX ProFunds Biotechnology UltraSector Fund
37.56
+2.88%
FTUIX Fidelity Advisor Telecommunications I
45.43
+2.67%
FTUAX Fidelity Advisor Telecommunications A
45.14
+2.66%
FSTCX Fidelity Select Telecommunications Port
45.54
+2.66%
FTUTX Fidelity Advisor Telecommunications M
44.77
+2.66%
FIJGX Fidelity Advisor Telecommunications Z
45.28
+2.65%
FTUCX Fidelity Advisor Telecommunications C
44.99
+2.65%
UMPSX ProFunds UltraMid Cap Fund
48.53
+2.02%
UMPIX ProFunds UltraMid Cap Fund
62.95
+1.99%
NAEFX New Alternatives Investor
66.76
+1.85%
NALFX New Alternatives A
67.13
+1.84%
FRESX Fidelity Real Estate Investment Port
35.92
+1.81%
TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
CSJAX Cohen & Steers Realty Shares A
60.46
+1.65%
CSRSX Cohen & Steers Realty Shares L
60.47
+1.65%
CSJRX Cohen & Steers Realty Shares R
60.52
+1.65%
CSJZX Cohen & Steers Realty Shares Z
60.58
+1.64%
CSJCX Cohen & Steers Realty Shares C
60.16
+1.64%
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.43
+1.63%
CSJIX Cohen & Steers Realty Shares I
60.44
+1.63%
CSRIX Cohen & Steers Instl Realty Shares
44.25
+1.63%
FRLAX Franklin Real Estate Securities Adv
16.87
+1.63%
PHRAX Virtus Duff & Phelps Real Estate Secs A
17.51
+1.63%
VRREX Virtus Duff & Phelps Real Estate Secs R6
17.54
+1.62%
FSERX Franklin Real Estate Securities R6
16.95
+1.62%
FRRSX Franklin Real Estate Securities C
15.23
+1.60%
FREEX Franklin Real Estate Securities A
16.56
+1.60%
PHRCX Virtus Duff & Phelps Real Estate Secs C
17.47
+1.57%
FUGIX Fidelity Advisor Utilities I
43.65
+1.54%
FUGAX Fidelity Advisor Utilities A
42.51
+1.53%
FUGCX Fidelity Advisor Utilities C
41.36
+1.52%
FIKIX Fidelity Advisor Utilities Z
43.62
+1.51%
PSGAX Virtus KAR Small-Cap Growth A
30.25
+1.51%
FSUTX Fidelity Select Utilities
115.05
+1.51%
FAUFX Fidelity Advisor Utilities Fund
42.62
+1.50%
LMVYX Lord Abbett Focused Small Cap Value I
29.20
+1.49%
PURAX PGIM Global Real Estate A
18.38
+1.49%
LMVOX Lord Abbett Focused Small Cap Value F3
29.29
+1.49%
LMVWX Lord Abbett Focused Small Cap Value R6
29.29
+1.49%
PURCX PGIM Global Real Estate C
17.75
+1.49%
VRSGX Virtus KAR Small-Cap Growth R6
32.10
+1.49%
LFSFX Lord Abbett Focused Small Cap Value F
29.37
+1.49%
PUREX PGIM Global Real Estate R2
18.47
+1.48%
PURGX PGIM Global Real Estate R4
18.48
+1.48%
LFVAX Lord Abbett Focused Small Cap Value A
26.72
+1.48%
PSGCX Virtus KAR Small-Cap Growth C
23.98
+1.48%
DHLTX Diamond Hill Select I
23.99
+1.48%
PGRQX PGIM Global Real Estate R6
18.51
+1.48%
PURZX PGIM Global Real Estate Z
18.51
+1.48%
LFVCX Lord Abbett Focused Small Cap Value C
28.12
+1.48%
DHTYX Diamond Hill Select Fund
24.12
+1.47%
PXSGX Virtus KAR Small-Cap Growth I
31.83
+1.47%
DHTAX Diamond Hill Select Fund
23.61
+1.46%
LMVVX Lord Abbett Focused Small Cap Value R5
29.20
+1.46%
UBVVX Undiscovered Managers Behavioral Value Fund
82.14
+1.46%
NGJCX Nuveen Global Real Estate Securities C
17.41
+1.46%
UBVUX Undiscovered Managers Behavioral Value Fund
81.49
+1.46%
UBVLX Undiscovered Managers Behavioral Value Fund
82.24
+1.46%
UBVCX Undiscovered Managers Behavioral Value Fund Class C
73.24
+1.45%
NGJAX Nuveen Global Real Estate Securities A
17.44
+1.45%
NGJIX Nuveen Global Real Estate Securities I
17.44
+1.45%
NGJFX Nuveen Global Real Estate Securities R6
17.45
+1.45%
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
78.19
+1.45%
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
82.43
+1.45%
UBVSX Undiscovered Managers Behavioral Value Fund Class I
81.82
+1.45%
UBVTX Undiscovered Managers Behavioral Value Fund
78.36
+1.45%
UBVAX Undiscovered Managers Behavioral Value Fund
79.39
+1.44%
PURRX PGIM Global Real Estate R
18.30
+1.44%
VGSCX Virtus Duff & Phelps Glb Rl Estt Secs C
30.02
+1.42%
VGISX Virtus Duff & Phelps Glb Rl Estt Secs I
30.97
+1.41%
VGSAX Virtus Duff & Phelps Glb Rl Estt Secs A
31.96
+1.40%
VRGEX Virtus Duff & Phelps Glb Rl Estt Secs R6
30.91
+1.38%
AXVNX Acclivity Small Cap Value N
18.86
+1.34%
ICSCX William Blair Small Cap Value I
29.48
+1.34%
WBVRX William Blair Small Cap Value R6
29.48
+1.34%
WBVNX William Blair Small Cap Value N
29.49
+1.34%
MMEAX Victory Integrity Discovery A
40.18
+1.34%
GURIX Guggenheim Risk Managed Real Estt Instl
30.37
+1.33%
MMECX Victory Integrity Discovery C
24.36
+1.33%
CSVYX Columbia Small Cap Value I Inst3
51.35
+1.32%
GURAX Guggenheim Risk Managed Real Estt A
29.91
+1.32%
SSSFX SouthernSun Small Cap, N
27.62
+1.32%
CVVRX Columbia Small Cap Value I Adv
53.01
+1.32%
CUURX Columbia Small Cap Value I Inst2
53.12
+1.32%
CSCZX Columbia Small Cap Value I Inst
50.87
+1.31%
GURPX Guggenheim Risk Managed Real Estt P
30.09
+1.31%
CSSCX Columbia Small Cap Value I C
22.41
+1.31%
MMEYX Victory Integrity Discovery Y
45.63
+1.31%
MMMMX Victory Integrity Discovery Member
40.29
+1.31%
AXVIX Acclivity Small Cap Value I
18.63
+1.31%
CSMIX Columbia Small Cap Value I A
43.49
+1.30%
GURCX Guggenheim Risk Managed Real Estt C
29.62
+1.30%
CSVRX Columbia Small Cap Value I R
43.13
+1.29%
SSSIX SouthernSun Small Cap, I
28.66
+1.27%
HRISX Harbor International Small Cap Admin
15.16
+1.27%
BREIX Baron Real Estate Institutional
35.11
+1.27%
KINAX Kinetics Internet Adv A
71.13
+1.27%
FSHOX Fidelity Select Construction & Housing
113.05
+1.26%
WWWFX Kinetics Internet No Load
78.73
+1.26%