Horizon Defensive Core Fund - Advisor Class (HESAX) Research

This actively managed fund primarily invests in the common stocks of large and mid-capitalization U.S. companies. Its strategy focuses on identifying businesses that exhibit strong quality characteristics and significant growth potential.

Market snapshot

Symbol
HESAX
Price
$44.39
Day change
+1.02%
Market cap
$530.8M
52-week range
38.32-48.78
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Buffalo Small Cap Fund Inc. (BUFSX)
  • Matthews China Instl (MICFX)
  • Morgan Stanley Institutional Fund, Inc Intl Equity Pt. Cl I (MSIQX)
  • Matthews EM Sm Coms Inv (MSMLX)
  • Columbia Large Cap Enhanced Core Fund Class A (NMIAX)
  • VistaShares Target 15 Berkshire Select Income ETF (OMAH)
  • PIMCO Extended Duration Fund Institutional Cl (PEDIX)
  • T. Rowe Price Intl Disciplined Eq Inv (PRCNX)

Open Horizon Defensive Core Fund - Advisor Class (HESAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.