Horizon Esg Defensive Fund Quote
| HESAX Fund | USD 41.82 0.07 0.17% |
PerformanceVery Weak
| Odds Of DistressLow
|
Horizon Esg is trading at 41.82 as of the 21st of March 2025; that is 0.17 percent decrease since the beginning of the trading day. The fund's open price was 41.89. Horizon Esg has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
Under normal circumstances, substantially all of the value of the funds net assets will be invested in a combination of equity securities included in the index and Defensive Investments. More on Horizon Esg Defensive
Moving together with Horizon Mutual Fund
| 0.63 | ARANX | Horizon Active Risk | PairCorr |
| 0.63 | ARAAX | Horizon Active Risk | PairCorr |
| 0.61 | AAANX | Horizon Active Asset | PairCorr |
| 0.79 | HNDDX | Horizon Active Dividend | PairCorr |
| 0.79 | HNDRX | Horizon Defined Risk | PairCorr |
| 0.63 | ACRIX | Horizon Active Risk | PairCorr |
Moving against Horizon Mutual Fund
Horizon Mutual Fund Highlights
| Fund Concentration | Horizon Investments Funds, Large Blend Funds, Large Blend, Horizon Investments, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Horizon Esg Defensive [HESAX] is traded in USA and was established 21st of March 2025. Horizon Esg is listed under Horizon Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Horizon Investments family. This fund currently has accumulated 235.34 M in assets under management (AUM) with no minimum investment requirementsHorizon Esg Defensive is currently producing year-to-date (YTD) return of 2.71% with the current yeild of 0.0%, while the total return for the last 3 years was 9.36%.
Check Horizon Esg Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Horizon Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Horizon Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Horizon Esg Defensive Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Horizon Esg Defensive Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| ALL | The Allstate | Stock | Financials | |
| AMGN | Amgen Inc | Stock | Health Care | |
| AXP | American Express | Stock | Financials | |
| CI | Cigna Corp | Stock | Health Care | |
| DIS | Walt Disney | Stock | Communication Services | |
| FXFXX | First American Funds | Money Market Fund | US Money Market Fund | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Horizon Esg Defensive Risk Profiles
| Mean Deviation | 0.8696 | |||
| Standard Deviation | 1.11 | |||
| Variance | 1.22 | |||
| Risk Adjusted Performance | (0.11) |
Horizon Esg Against Markets
Other Information on Investing in Horizon Mutual Fund
Horizon Esg financial ratios help investors to determine whether Horizon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Horizon with respect to the benefits of owning Horizon Esg security.
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