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 a closer substitute for your current allocation.
Cheapest Alternatives to HNDDX
HNDDX charges 1.10% annually. There are 267 mutual funds in the Large Cap Value Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Stock Selector Large Cap Value Fun... | 0.01% | — | Dec 2012 | HNDDX vs FBLEX | |
| Vanguard Value Index Fund Institutional Shares | 0.03% | — | Jul 1998 | HNDDX vs VIVIX | |
| Fidelity Large Cap Value Index Fund | 0.04% | 13.00B | Jun 2016 | HNDDX vs FLCOX | |
| Schwab U.S. Large-Cap Value Index Fund | 0.04% | — | Dec 2017 | HNDDX vs SWLVX | |
| Vanguard Value Index Fund Admiral Shares | 0.05% | 245.00B | Nov 2000 | HNDDX vs VVIAX |
Best Risk-Adjusted Alternatives to HNDDX
HNDDX has a PortfoliosLab risk / return rank of 83. There are 117 mutual funds in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Nomura Growth and Income Fund Institutional Class | 97 | — | Oct 1993 | HNDDX vs FGIPX | |
| Delaware Growth and Income Fund | 96 | — | Oct 1993 | HNDDX vs FGINX | |
| BlackRock Advantage Large Cap Value Fund | 96 | — | Dec 1999 | HNDDX vs MALVX | |
| Integrity Dividend Harvest Fund | 96 | — | May 2012 | HNDDX vs IDIVX | |
| Sterling Capital Behavioral Large Cap Value Equity... | 95 | — | Oct 1992 | HNDDX vs BBISX |
Top Performing HNDDX Alternatives (YTD)
HNDDX is at 11.08% YTD. There are 200 mutual funds in the Large Cap Value Equities category with higher YTD returns, going as high as 26.47%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| PIMCO RAE US Fund | 26.47% | — | Jun 2015 | HNDDX vs PKAIX | |
| Voya Corporate Leaders Trust Fund | 26.18% | — | Nov 1935 | HNDDX vs LEXCX | |
| Avantis U.S. Large Cap Value Fund Institutional Cl... | 23.83% | — | Jun 2022 | HNDDX vs AVLVX | |
| Calvert US Large-Cap Value Responsible Index Fund | 22.16% | — | Jun 2015 | HNDDX vs CFJIX | |
| PIMCO RAE PLUS Fund | 22.13% | — | Jun 2005 | HNDDX vs PXTIX |
Lowest Volatility Alternatives to HNDDX
HNDDX has 10.59% 1-year volatility. There are 90 mutual funds in the Large Cap Value Equities category with lower 1-year volatility, going as low as 1.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro Equity Opportunities Fund | 1.33% | — | Sep 2017 | HNDDX vs SHXPX | |
| Advisors Capital Tactical Fixed Income Fund | 3.63% | — | Feb 2021 | HNDDX vs ACTIX | |
| The Income Fund of America Class R-1 | 7.36% | — | Dec 1973 | HNDDX vs RIDAX | |
| Fidelity Advisor Large Cap Fund Class M | 7.49% | — | Feb 1996 | HNDDX vs FALGX | |
| SEI Institutional Managed Trust Tax-Managed Manage... | 8.49% | — | Dec 2007 | HNDDX vs TMMAX |
Lowest Drawdown Alternatives to HNDDX
HNDDX has a 1-year max drawdown of -7.29%. There are 161 mutual funds in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Advisors Capital Tactical Fixed Income Fund | -2.90% | — | Feb 2021 | HNDDX vs ACTIX | |
| Hennessy Cornerstone Value Fund | -3.77% | — | Nov 1996 | HNDDX vs HFCVX | |
| Buffalo Flexible Income Fund | -4.45% | — | Aug 1994 | HNDDX vs BUFBX | |
| Torray Fund | -4.50% | — | Dec 1990 | HNDDX vs TORYX | |
| Federated Hermes Strategic Value Dividend Fund | -4.66% | — | Mar 2005 | HNDDX vs SVAIX |
Other Mutual Funds from Horizon Investments
The 6 most viewed Horizon Investments mutual funds shown here include AAANX, HNDRX, ARANX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Horizon Active Asset Allocation Fund | Tactical Allocation | 42 | 9.87% | — | Jan 2012 | HNDDX vs AAANX | |
| Horizon Defined Risk Fund | Options Trading | 77 | 5.68% | — | Dec 2017 | HNDDX vs HNDRX | |
| Horizon Active Risk Assist Fund | Diversified Portfolio | 40 | 9.68% | — | Aug 2014 | HNDDX vs ARANX | |
| Horizon U.S. Defensive Equity Fund | Large Cap Blend Equities | 65 | 9.21% | — | Jun 2019 | HNDDX vs USRAX | |
| Horizon ESG Defensive Core Fund | Large Cap Blend Equities | 49 | 7.76% | — | Dec 2019 | HNDDX vs HESGX | |
| Horizon Active Income Fund | Intermediate Core-Plus Bond | 18 | -0.35% | — | Sep 2013 | HNDDX vs AIMNX |
Often Compared With HNDDX
Investors most often compare HNDDX with VOO, QQQ, VUG. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HNDDX with Any Fund or Stock
Compare HNDDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HNDDX with funds that move differently
Horizon Active Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HNDDX.
Explore HNDDX Diversifiers