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 Dow Down 0.42% Nasdaq Down 0.05%

Hennessy Cornerstone Mid Cap 30 Instl (HIMDX)

19.87 Down 0.20(1.00%) Jul 29
Prev Close:20.07
YTD Return*:15.23%
Net Assets*:282.78M
Yield*:0.29%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for HIMDX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CAR4.9349.70
PPC4.2670.40
HBI4.2441.65
SPWR4.2235.86
SKX4.0538.55

Fund Basics

Morningstar Overall Rating:
Total Assets:282.78M
Category:Mid-Cap Blend
Annual Report Expense Ratio (net):0.98%

Performance & Risk

YTD Return:15.23%
5y Avg Return:22.78%
Rank in Category (ytd):1
% Rank in Category (ytd):0.25%
Beta (3y):1.09
Morningstar Risk Rating:2

Fund Summary

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
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