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Hennessy Cornerstone Growth Investor (HFCGX)

17.06 Up 0.31(1.85%) Apr 16
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Prev Close:16.75
YTD Return*:1.76%
Net Assets*:249.48M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for HFCGX at this time.

Top Holdings

Symbol% AssetsYTD Return %
DXPE3.04-14.24
DAL3.0330.36
KATE2.9915.62
CAR2.7023.11
PZZA2.6215.56

Fund Basics

Morningstar Overall Rating:
Total Assets:249.48M
Category:Small Blend
Annual Report Expense Ratio (net):1.29%

Performance & Risk

YTD Return:1.76%
5y Avg Return:17.39%
Rank in Category (ytd):29
% Rank in Category (ytd):3.91%
Beta (3y):1.52
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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