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Horizon Defensive Core Fund - Investor Class: (MF: HESGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:51 PM ET

$39.83 USD

+0.03 (0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -0.09 64
3 months -0.40 63
6 months 6.54 43
1 Year 10.16 73
3 Year 17.61 47
5 Year 10.88 43
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 9.47
5 Year 11.35
10 Year NA
Since Inception 13.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.00 5.37 8.86 2.61
2024 11.59 3.64 4.39 1.38
2023 4.72 8.56 -2.40 11.31
2022 -4.33 -13.94 -4.53 3.27
2021 6.94 8.13 0.67 9.44

Annual Return

2026202520242023202220212020
% Total Return -0.099.4722.4123.51-18.8327.4121.75
% Total Return Rel to Index -0.46-8.74-2.60-2.73-0.62-1.273.35
% Total Return Rel to Peer -0.54-3.233.020.510.865.351.84
% Perf Quintile vs Peer* 3.004.000.003.003.002.003.00
% Dividends 0.000.170.120.220.150.080.09
% Yield 0.000.340.270.380.490.200.30
Capital Gains ($) 0.006.780.000.000.000.840.71
Expense Ratio 0.000.920.950.971.031.041.04

* 1 = Top 20%, 5 = Bottom 20%