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Hennessy Cornerstone Growth Investor HFCGX

Quantitative rating as of | See Hennessy Investment Hub
  • NAV / 1-Day Return 23.90  /  0.83 %
  • Total Assets 177.7 Mil
  • Adj. Expense Ratio
    1.330%
  • Expense Ratio 1.340%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.09%
  • Turnover 102%

Morningstar’s Analysis HFCGX

Will HFCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A middling People rating and a subpar Parent Pillar limit Hennessy Cornerstone Growth Investor to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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