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Morningstar

Hennessy Focus Investor HFCSX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
49.75  /  1.47 %
Total Assets
733.8 Mil
Adj. Expense Ratio
1.490%
Expense Ratio
1.490%
Fee Level
High
Longest Manager Tenure
13.13 years
Category
Mid-Cap Growth
Investment Style
Mid Blend
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
4%

Morningstar’s Fund Analysis HFCSX

Will HFCSX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HFCSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HFCSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HFCSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

High fees remain a hurdle.

Director

Summary

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Hennessy Focus shines at times, but inconsistent execution and persistently high fees lead to a Morningstar Analyst Rating downgrade to Neutral from Bronze.

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