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HESAX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Horizon Defensive Core Advisor (HESAX) Ownership - Who owns Horizon Defensive Core Advisor?

The investment seeks to capture the majority of returns associated with U... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

HESAX

Net Assets

465M

Fund Existence

over 5 years

Turnover

9.00

Total Expense Ratio

1.11

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.11

Assets in Top Ten Holdings

93.2M

Average Credit Quality

Average Effective Duration

0.15

Average Effective Maturity

0.15

Fund of Funds

Fund Share Class Net Assets

55.8M

Fund Type

OpenEnd

Index Fund

Management Fee

0.68

Modified Duration

0.15

No Load Fund

Yes

Number of Long Holdings

292.00

Number of Net Holdings

292.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

45.45%

Gain YTD

-6.301

Annual Yield % from dividends

0.14

Returns for 1 year

1.84

Returns for 3 years

35.48

Returns for 5 years

79.37

Returns for 10 years

N/A

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Category LargeBlend

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Fundamentals

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