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HESAX
Mutual Fund ticker: NASDAQ
AS OF
Jul 3 closing price
Price
$43.90
Change
+$0.37 (+0.85%)
Net Assets
519.86M

HESAX Horizon Defensive Core Advisor Forecast, Technical & Fundamental Analysis

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

Category: #Trading
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Alphabet (NASDAQ:GOOG), Eli Lilly & Co (NYSE:LLY), VISA (NYSE:V), Tesla (NASDAQ:TSLA), Mastercard (NYSE:MA), Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD).

Industry description

The investment seeks 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”). The fund will utilize an active management strategy that invests primarily in common stocks of large and mid-cap U.S. companies that exhibit high quality and growth characteristics.

Market Cap

The average market capitalization across the Horizon Defensive Core Advisor MF is 1.4T. The market cap for tickers in the group ranges from 380.15B to 3.89T. NVDA holds the highest valuation in this group at 3.89T. The lowest valued company is HD at 380.15B.

Volume

The average weekly volume growth across all stocks in the Horizon Defensive Core Advisor MF was -31%. For the same stocks of the MF, the average monthly volume growth was -39% and the average quarterly volume growth was -32%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 63
P/E Growth Rating: 61
Price Growth Rating: 42
SMR Rating: 25
Profit Risk Rating: 23
Seasonality Score: -9 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Trading

Profile
Fundamentals
Details
Category
Tactical Allocation
Address
Horizon Funds13024 Ballantyne Corporate Place, Suite 225Charlotte
Phone
(704) 544-2399
Web
www.horizonmutualfunds.com
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HESAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HESAX has been closely correlated with VTSAX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if HESAX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HESAX
1D Price
Change %
HESAX100%
+0.85%
VTSAX - HESAX
95%
Closely correlated
+0.86%
VSTSX - HESAX
95%
Closely correlated
+0.86%
VTSMX - HESAX
94%
Closely correlated
+0.86%
VITSX - HESAX
94%
Closely correlated
+0.86%
VSMPX - HESAX
94%
Closely correlated
+0.86%
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