Horizon Esg Defensive Fund Quote
| HESGX Fund | USD 47.58 0.02 0.04% |
PerformanceSolid
| Odds Of DistressLow
|
Horizon Esg is trading at 47.58 as of the 4th of October 2025; that is 0.04 percent down since the beginning of the trading day. The fund's open price was 47.6. Horizon Esg has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 7th of April 2025 and ending today, the 4th of October 2025. Click here to learn more.
The fund will utilize an active management strategy that invests primarily in common stocks of large and mid-cap U.S. companies that exhibit high quality and growth characteristics. More on Horizon Esg Defensive
Moving together with Horizon Mutual Fund
Horizon Mutual Fund Highlights
| Fund Concentration | Horizon Investments Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Horizon Investments (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 30th of March 2023 |
| Fiscal Year End | November |
Horizon Esg Defensive [HESGX] is traded in USA and was established 4th of October 2025. Horizon Esg is listed under Horizon Investments category by Fama And French industry classification. The fund is listed under Tactical Allocation 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 2.0% with the current yeild of 0.0%, while the total return for the last 3 years was 12.91%.
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 | 0.4383 | |||
| Semi Deviation | 0.2872 | |||
| Standard Deviation | 0.5648 | |||
| Variance | 0.319 |
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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