HESGX Alternatives & Similar Mutual Funds

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 315 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	HESGX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	HESGX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	HESGX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	HESGX vs FLCPX
VIIIX	Vanguard Institutional Index Fund Institutional Pl...	0.02%	349.70B	Jul 1997	HESGX vs VIIIX

Best Risk-Adjusted Alternatives to HESGX

HESGX has a PortfoliosLab risk / return rank of 51. There are 251 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	95	—	Mar 2021	HESGX vs SVPFX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	95	—	Feb 2004	HESGX vs GTLOX
VPCCX	Vanguard PRIMECAP Core Fund	95	18.10B	Dec 2004	HESGX vs VPCCX
AMFEX	AAMA Equity Fund	94	—	Jun 2017	HESGX vs AMFEX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	94	—	Dec 2018	HESGX vs FTZIX

Top Performing HESGX Alternatives (YTD)

HESGX is at 10.97% YTD. There are 305 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.87%.

Symbol	Name	YTD Return	AUM	Inception
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	28.87%	—	Dec 2018	HESGX vs FTZIX
VPCCX	Vanguard PRIMECAP Core Fund	28.84%	18.10B	Dec 2004	HESGX vs VPCCX
POGRX	PRIMECAP Odyssey Growth Fund	27.73%	—	Nov 2004	HESGX vs POGRX
IGIAX	Integrity ESG Growth & Income Fund	26.34%	—	Jan 1995	HESGX vs IGIAX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	26.29%	—	Dec 2015	HESGX vs RESGX

Lowest Volatility Alternatives to HESGX

HESGX has 12.77% 1-year volatility. There are 112 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.20%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.20%	—	Mar 2021	HESGX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.27%	—	Jul 2012	HESGX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.29%	—	Jul 2012	HESGX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.84%	—	Aug 2018	HESGX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.39%	—	Feb 2012	HESGX vs SILVX

Lowest Drawdown Alternatives to HESGX

HESGX has a 1-year max drawdown of -9.42%. There are 215 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	HESGX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	HESGX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	HESGX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	HESGX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	HESGX vs AMFEX

Other Mutual Funds from Horizon

The 6 most viewed Horizon mutual funds shown here include AAANX, HNDRX, ARANX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AAANX	Horizon Active Asset Allocation Fund	Tactical Allocation	49	13.59%	—	Jan 2012	HESGX vs AAANX
HNDRX	Horizon Defined Risk Fund	Options Trading	82	7.41%	—	Dec 2017	HESGX vs HNDRX
ARANX	Horizon Active Risk Assist Fund	Diversified Portfolio	46	13.03%	—	Aug 2014	HESGX vs ARANX
USRAX	Horizon U.S. Defensive Equity Fund	Large Cap Blend Equities	61	11.51%	—	Jun 2019	HESGX vs USRAX
HNDDX	Horizon Active Dividend Fund	Large Cap Value Equities	82	12.43%	—	Dec 2016	HESGX vs HNDDX
AIMNX	Horizon Active Income Fund	Intermediate Core-Plus Bond	11	-0.22%	—	Sep 2013	HESGX vs AIMNX

Often Compared With HESGX

Investors most often compare HESGX with TQQQ, SPY, ORDNX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
TQQQ	ProShares UltraPro QQQ	Leveraged Equities	43	38.71%	32.83B	Feb 2010	HESGX vs TQQQ
SPY	State Street SPDR S&P 500 ETF	S&P 500	71	13.49%	789.06B	Jan 1993	HESGX vs SPY
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	57	1.58%	—	Jun 2013	HESGX vs ORDNX
SSEYX	State Street Equity 500 Index II Portfolio	Large Cap Blend Equities	68	13.76%	—	Aug 2014	HESGX vs SSEYX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	17	8.62%	—	Jan 2021	HESGX vs NWAUX
FZALX	Fidelity Advisor Mega Cap Stock Fund Class Z	Large Cap Blend Equities	82	15.64%	—	Aug 2013	HESGX vs FZALX
BKTSX	iShares Total U.S. Stock Market Index Fund Class K	Large Cap Blend Equities	69	14.11%	—	Aug 2015	HESGX vs BKTSX
QKACX	Federated Hermes MDT All Cap Core Fund Class R6	Large Cap Blend Equities	58	12.29%	—	Oct 2002	HESGX vs QKACX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	92	25.12%	96.10B	Nov 2001	HESGX vs VPMAX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	18	8.96%	—	Sep 2018	HESGX vs GQEIX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	56	10.48%	—	Sep 2022	HESGX vs FEQHX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	88	22.06%	—	Dec 2011	HESGX vs DHAMX
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	69	13.75%	—	Sep 2014	HESGX vs SSSYX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	17	5.29%	—	Nov 2019	HESGX vs FNSTX
FULVX	Fidelity U.S. Low Volatility Equity Fund	Low Volatility	—	—	—	Nov 2019	HESGX vs FULVX
POGSX	Pin Oak Equity	Large Cap Blend Equities	93	23.22%	—	Aug 1992	HESGX vs POGSX
TANDX	Castle Tandem Fund	Large Cap Blend Equities	1	-5.69%	—	Mar 2019	HESGX vs TANDX
VSMPX	Vanguard Total Stock Market Index Fund Institution...	Large Cap Blend Equities	70	14.25%	2.30T	Apr 2015	HESGX vs VSMPX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	80	13.99%	—	Mar 2025	HESGX vs FGJEX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	72	12.48%	—	—	HESGX vs SGOIX

Compare HESGX with Any Fund or Stock

Compare HESGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Horizon ESG Defensive Core Fund (HESGX) Alternatives