Hennessy Cornerstone Growth II Inst
7250 Redwood Boulevard Suite 200 Novato CA 94945
Map
Phone: 800-966-4354
| Category: | Small Blend | | Fund Family: | Hennessy | | Net Assets: | 270.00K | | Year-to-Date Return: | 16.67% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Mar-08 |
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Neil J. Hennessy
Lead Manager since
01-Jul-05 | | | Hennessy has been the president, chairman, chief executive officer and portfolio manager with Hennessy Management Company since its organization in 1989. In addition, He has been the president of The Hennessy Mutual Funds, Inc. and The Hennessy Funds, Inc. since 1996. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $250,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests in growth-oriented common stocks by utilizing a highly disciplined, quantitative formula known as the Cornerstone Growth Strategy. From a universe of market leaders, the Cornerstone Growth Strategy selects the 50 common stocks with the highest one-year price appreciation as of the date of purchase. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 91.53% |
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| Expense | HINLX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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1.27% Nasdaq 
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