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 Dow Down 0.16% Nasdaq Up 0.40%

Hennessy Cornerstone Growth Investor (HFCGX)

18.01 Up 0.05(0.28%) Jul 23
Prev Close:17.96
YTD Return*:5.59%
Net Assets*:248.20M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HFCGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
TRGP2.7561.94
GPRE2.5374.30
TUES2.4013.10
LUV2.4047.72
URI2.4037.54

Fund Basics

Morningstar Overall Rating:
Total Assets:248.2M
Category:Small Blend
Annual Report Expense Ratio (net):1.29%

Performance & Risk

YTD Return:5.59%
5y Avg Return:16.71%
Rank in Category (ytd):21
% Rank in Category (ytd):2.88%
Beta (3y):1.53
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term growth of capital. The fund invests in growth-oriented common stocks by utilizing a highly disciplined, purely quantitative formula known as the Cornerstone Growth Strategy® (the "Growth Strategy"). It purchases 50 stocks as dictated by the Growth Strategy, weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Growth Strategy, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter. View More
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