Horizon Active Dividend Fund (HNDDX) Alternatives
Horizon Active Dividend Fund (HNDDX) belongs to the Large Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HNDDX. 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 HNDDX
HNDDX charges 1.10% annually. Among mutual funds in the Large Cap Value Equities category, these options have the lowest expense ratios among HNDDX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | Dec 6, 2012 | HNDDX vs FBLEX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | Dec 20, 2017 | HNDDX vs SWLVX | |
| Fidelity Large Cap Value Index Fund | 0.04% | Jun 7, 2016 | HNDDX vs FLCOX | |
| Vanguard Value Index Fund Institutional Shares | 0.04% | Jul 2, 1998 | HNDDX vs VIVIX | |
| TIAA-CREF Large-Cap Value Index Fund | 0.05% | Oct 1, 2002 | HNDDX vs TILVX |
Best Risk-Adjusted Alternatives to HNDDX
Among mutual funds in the Large Cap Value 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 International High Dividend Yield Index F... | 92 | Mar 2, 2016 | HNDDX vs VIHAX | |
| Delaware Growth and Income Fund | 88 | Oct 4, 1993 | HNDDX vs FGINX | |
| Towpath Focus Fund | 87 | Dec 31, 2019 | HNDDX vs TOWFX | |
| Neiman Large Cap Value Fund | 86 | Apr 1, 2003 | HNDDX vs NEIMX | |
| Al Frank Fund | 85 | May 1, 2006 | HNDDX vs VALAX |
Top Performing HNDDX Alternatives (YTD)
HNDDX alternatives from the Large Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Focused Fund | 18.00% | Jan 1, 1984 | HNDDX vs AVERX | |
| Voya Corporate Leaders Trust Fund | 15.27% | Nov 18, 1935 | HNDDX vs LEXCX | |
| GQG Partners US Quality Dividend Income Fund | 11.95% | Jun 29, 2021 | HNDDX vs GQHPX | |
| AMG Yacktman Focused Fund | 8.59% | May 1, 1997 | HNDDX vs YAFFX | |
| Hennessy Cornerstone Value Fund | 8.31% | Nov 1, 1996 | HNDDX vs HFCVX |
Lowest Volatility Alternatives to HNDDX
HNDDX alternatives from the Large Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | 4.68% | Feb 1, 2021 | HNDDX vs ACTIX | |
| The Income Fund of America Class R-1 | 9.48% | Dec 1, 1973 | HNDDX vs RIDAX | |
| Rational Equity Armor Fund | 11.05% | Feb 28, 2001 | HNDDX vs HDCTX | |
| American Century Equity Income Fund | 11.59% | Aug 1, 1994 | HNDDX vs TWEIX | |
| American Century Equity Income Fund Class I | 11.61% | Jul 8, 1998 | HNDDX vs ACIIX |
Lowest Drawdown Alternatives to HNDDX
HNDDX alternatives from the Large Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -3.07% | Feb 1, 2021 | HNDDX vs ACTIX | |
| Rational Equity Armor Fund | -6.95% | Feb 28, 2001 | HNDDX vs HDCTX | |
| Auxier Focus Fund | -8.19% | Jul 9, 1999 | HNDDX vs AUXFX | |
| The Income Fund of America Class R-1 | -8.25% | Dec 1, 1973 | HNDDX vs RIDAX | |
| 1789 Growth and Income Fund | -8.36% | Jan 21, 2011 | HNDDX vs PSECX |
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 | HNDDX vs AAANX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 27 | -5.62% | Aug 27, 2014 | HNDDX vs ARANX | |
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | 50 | -3.13% | Jun 26, 2019 | HNDDX vs USRAX | |
| Horizon Defined Risk Fund | Options Trading | 47 | -2.97% | Dec 27, 2017 | HNDDX vs HNDRX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 20 | -0.88% | Sep 29, 2013 | HNDDX vs AIMNX | |
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | 24 | -7.86% | Dec 27, 2019 | HNDDX vs HESGX |
Often Compared With HNDDX
What investors most often compare with HNDDX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | HNDDX vs VOO | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | HNDDX vs QQQ | |
| Vanguard Growth ETF | Large Cap Growth Equities | 50 | -10.37% | Nov 13, 2000 | HNDDX vs VUG | |
| Vanguard Value Index Fund Admiral Shares | Large Cap Value Equities | 58 | 1.63% | Nov 13, 2000 | HNDDX vs VVIAX |
Compare HNDDX with Any Fund or Stock
Compare HNDDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.