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Hennessy Cornerstone Large Growth Instl HILGX

Quantitative rating as of
  • NAV / 1-Day Return 10.27  /  0.49 %
  • Total Assets 137.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 1.040%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.02%
  • Turnover 76%

Morningstar’s Analysis HILGX

Will HILGX outperform in future?

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

Summary

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Hennessy Cornerstone Large Growth Instl earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. 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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