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 a closer substitute for your current allocation.
Cheapest Alternatives to HESGX
HESGX charges 1.02% annually. There are 324 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HESGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | HESGX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | HESGX vs SSSYX |
Best Risk-Adjusted Alternatives to HESGX
HESGX has a PortfoliosLab risk / return rank of 49. There are 234 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | HESGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | HESGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | HESGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | HESGX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | HESGX vs IGIAX |
Top Performing HESGX Alternatives (YTD)
HESGX is at 6.11% YTD. There are 304 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | HESGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | HESGX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | HESGX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | HESGX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | HESGX vs FLVCX |
Lowest Volatility Alternatives to HESGX
HESGX has 12.46% 1-year volatility. There are 118 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | HESGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | HESGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | HESGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | HESGX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | HESGX vs FSUVX |
Lowest Drawdown Alternatives to HESGX
HESGX has a 1-year max drawdown of -9.42%. There are 220 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | HESGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HESGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HESGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HESGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HESGX vs QUERX |
Other Mutual Funds from Horizon Investments
The 6 most viewed Horizon Investments mutual funds shown here include AAANX, HNDRX, USRAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | 51 | 11.70% | — | Jan 2012 | HESGX vs AAANX | |
| Horizon Defined Risk Fund | Options Trading | 67 | 4.79% | — | Dec 2017 | HESGX vs HNDRX | |
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | 63 | 8.97% | — | Jun 2019 | HESGX vs USRAX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 48 | 11.00% | — | Aug 2014 | HESGX vs ARANX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 81 | 9.87% | — | Dec 2016 | HESGX vs HNDDX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 18 | 0.28% | — | Sep 2013 | HESGX vs AIMNX |
Often Compared With HESGX
Investors most often compare HESGX with TQQQ, SPY, BKTSX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare HESGX with Any Fund or Stock
Compare HESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HESGX with funds that move differently
Horizon ESG Defensive Core Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HESGX.
Explore HESGX Diversifiers