Horizon Esg is trading at 41.69 as of the 21st of March 2025; that is 0.83 percent down since the beginning of the trading day. The fund's open price was 42.04. Horizon Esg has about a 23 % 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
Horizon Esg Defensive [HESGX] 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 minimum initial investment of 2.5 K. Horizon Esg Defensive is currently producing year-to-date (YTD) return of 2.72% with the current yeild of 0.0%, while the total return for the last 3 years was 9.54%.
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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
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.