Hennessy Cornerstone Mid Cap 30 Inv (HFMDX)
* As of 31-Jan-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.25%|
Performance & Risk
|5y Avg Return:||18.39%|
|Rank in Category (ytd):||49|
|% Rank in Category (ytd):||12.93%|
|Morningstar Risk Rating:||4|
The investment seeks long-term growth of capital.
The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in medium cap growth-oriented stocks (medium cap companies are companies with a market capitalization of $1 billion to $10 billion) by utilizing a highly disciplined, purely quantitative formula known as the Cornerstone Mid Cap 30 Formula® (the "Formula"). The Formula selects companies which have between $1 billion and $10 billion in market value, and excludes American Depositary Receipts, or "ADRs". View More