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 325 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 | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | HESGX vs VIIIX |
Best Risk-Adjusted Alternatives to HESGX
HESGX has a PortfoliosLab risk / return rank of 50. There are 217 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | HESGX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | HESGX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | HESGX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | HESGX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | HESGX vs GTLOX |
Top Performing HESGX Alternatives (YTD)
HESGX is at 8.48% YTD. There are 298 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | HESGX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | HESGX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | HESGX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | HESGX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | HESGX vs RESGX |
Lowest Volatility Alternatives to HESGX
HESGX has 12.40% 1-year volatility. There are 110 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | HESGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | HESGX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | HESGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | HESGX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | HESGX vs JEPIX |
Lowest Drawdown Alternatives to HESGX
HESGX has a 1-year max drawdown of -9.42%. There are 219 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 | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | 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, ARANX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | 45 | 11.36% | — | Jan 2012 | HESGX vs AAANX | |
| Horizon Defined Risk Fund | Options Trading | 78 | 5.97% | — | Dec 2017 | HESGX vs HNDRX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 43 | 11.08% | — | Aug 2014 | HESGX vs ARANX | |
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | 64 | 9.95% | — | Jun 2019 | HESGX vs USRAX | |
| Horizon Active Dividend Fund | Large Cap Value Equities | 83 | 11.67% | — | Dec 2016 | HESGX vs HNDDX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 17 | 0.03% | — | Sep 2013 | HESGX vs AIMNX |
Often Compared With HESGX
Investors most often compare HESGX with TQQQ, SPY, BKTSX. These 20 comparison targets span 4 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