Hennessy Cornerstone Large Growth Fd Inv Cl
FundHFLGXNASDAQ0.00 n/a
+0.00%(+0.00)
About
This fund primarily allocates capital to common shares of substantial companies exhibiting strong growth potential. Its investment decisions are systematically guided by a proprietary quantitative methodology, specifically referred to as the Cornerstone Large Growth Formula. The portfolio maintains a consistent structure, comprising 50 distinct equity holdings, with each position representing an equal 2% of the fund's total assets. Annually, typically during the winter season, the entire universe of potential investments is thoroughly re-evaluated using the Large Growth Formula, leading to a comprehensive rebalancing of the portfolio.
Key Facts
Expense Ratio
—
Assets Under Management
—
NAV
—
Holdings
—
Inception Date
—
Asset Class
—
Issuer
—
Avg. Volume
—
Market Cap
$139.34M
Beta
0.82
52-Week Range
$11.32$12.68$12.68
52W LowCurrent52W High
Performance
1 Week
+1.52%
1 Month
+1.85%
3 Months
+7.46%
YTD
+12.01%
1 Year
+10.45%
3 Years
+23.71%
5 Years
−7.38%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
Holdings data isn't available for this fund yet.