Hennessy Cornerstone Growth Investor (HFCGX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for HFCGX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.29%|
Performance & Risk
|5y Avg Return:||17.39%|
|Rank in Category (ytd):||29|
|% Rank in Category (ytd):||3.91%|
|Morningstar Risk Rating:||5|
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 StrategyÂ® (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