Horizon ESG Defensive Core Fund (HESGX) Alternatives
Horizon ESG Defensive Core Fund (HESGX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HESGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to HESGX
HESGX charges 1.02% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among HESGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | HESGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | HESGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | HESGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | HESGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | HESGX vs SSSYX |
Best Risk-Adjusted Alternatives to HESGX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | HESGX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | HESGX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | HESGX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | HESGX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | HESGX vs DHAMX |
Top Performing HESGX Alternatives (YTD)
HESGX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | HESGX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | HESGX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | HESGX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | HESGX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | HESGX vs RCKSX |
Lowest Volatility Alternatives to HESGX
HESGX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | HESGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | HESGX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | HESGX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | HESGX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | HESGX vs QUERX |
Lowest Drawdown Alternatives to HESGX
HESGX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | HESGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | HESGX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | HESGX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | HESGX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | HESGX vs GQEIX |
Other Mutual Funds from Horizon Investments
Most popular Horizon Investments mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | 42 | -5.48% | Jan 30, 2012 | HESGX vs AAANX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 27 | -5.62% | Aug 27, 2014 | HESGX vs ARANX | |
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | 50 | -3.13% | Jun 26, 2019 | HESGX vs USRAX | |
| Horizon Defined Risk Fund | Options Trading | 47 | -2.97% | Dec 27, 2017 | HESGX vs HNDRX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 20 | -0.88% | Sep 29, 2013 | HESGX vs AIMNX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 67 | -3.49% | Dec 28, 2016 | HESGX vs HNDDX |
Often Compared With HESGX
What investors most often compare with HESGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ProShares UltraPro QQQ | Leveraged Equities, Leveraged | 50 | -20.81% | Feb 9, 2010 | HESGX vs TQQQ | |
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | HESGX vs SPY | |
| Castle Tandem Fund | Large Cap Blend Equities | 0 | -9.28% | Mar 15, 2019 | HESGX vs TANDX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | HESGX vs VITPX | |
| CIT: BlackRock Equity Index Fund Class 1 | Large Cap Blend Equities | 28 | -7.06% | Jul 24, 2017 | HESGX vs WBREOX |
Compare HESGX with Any Fund or Stock
Compare HESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.