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.
- NAV / 1-Day Return 23.90 / 0.83 %
- Total Assets 177.7 Mil
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Adj. Expense Ratio
- 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.