Horizon Defensive Core FundHESAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$473.7M
Expense ratio
1.08%
1-year return
+10.0%
3 years, a year
+17.4%
5 years, a year
+10.7%
Holdings
302
What it aims to do.
The investment objective of the Horizon Defensive Core Fund (the Defensive Core Fund or the Fund) is to seek to capture the majority of returns associated with U.S. equity market investments, while mitigating downside risk through the use of a risk overlay strategy (the Risk Assist strategy).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Roundhill Magnificent Seven ET | 8.28% |
| NVDA NVIDIA Corp | 6.91% |
| AAPL Apple Inc | 5.69% |
| GOOGL Alphabet Inc | 4.48% |
| MSFT Microsoft Corp | 4.36% |
| AMZN Amazon.com Inc | 3.03% |
| AVGO Broadcom Inc | 2.80% |
| WMT Walmart Inc | 2.07% |
| META Meta Platforms Inc | 1.96% |
| LLY Eli Lilly & Co | 1.91% |
More on HESAX.
- HESAX overview
- HESAX holdings
- HESAX risk
- HESAX costs
- HESAX money in and out
- HESAX share classes
- Compare HESAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.