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Morningstar

Hennessy Focus Investor HFCSX

Morningstar Analyst Rating
Analyst rating as of | See Hennessy Investment Hub
  • NAV / 1-Day Return 50.81  /  1.05 %
  • Total Assets 737.0 Mil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.490%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 5%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s 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.

Not a standout.

Director

Summary

| by Katie Rushkewicz Reichart

Hennessy Focus sticks to its knitting, but some concerns diminish its edge. Its Morningstar Analyst Rating is Neutral.

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