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Hennessy Focus Institutional (HFCIX)

54.76 +0.77 (+1.43%)
At close: 8:01 PM EST
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DELL
  • Previous Close 53.99
  • YTD Return 16.91%
  • Expense Ratio 1.13%
  • Category Mid-Cap Blend
  • Last Cap Gain 77.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 674.99M
  • Beta (5Y Monthly) 1.21
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.05
  • Inception Date Jan 3, 1997

The fund invests in (i) domestic companies whose securities are listed on U.S. national securities exchanges, (ii) foreign companies listed on U.S. national securities exchanges, (iii) foreign companies through American Depositary Receipts (“ADRs”), which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges, and (iv) foreign companies traded on foreign exchanges. The fund is non-diversified.

Hennessy

Fund Family

Mid-Cap Blend

Fund Category

674.99M

Net Assets

1997-01-03

Inception Date

Performance Overview: HFCIX

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Trailing returns as of 11/21/2024. Category is Mid-Cap Blend.

YTD Return

HFCIX
16.91%
Category
17.04%
?

1-Year Return

HFCIX
38.44%
Category
50.44%
?

3-Year Return

HFCIX
2.44%
Category
13.15%
?

5-Year Return

HFCIX
9.06%
Category
13.75%
?

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Holdings: HFCIX

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Top 10 Holdings (67.00% of Total Assets)

SymbolCompany% Assets
ASTS
AST SpaceMobile, Inc. 11.00%
BN.TO
Brookfield Corporation 7.32%
AHT.L
Ashtead Group plc 6.73%
ORLY
O'Reilly Automotive, Inc. 6.47%
AMT
American Tower Corporation 6.32%
AON
Aon plc 6.18%
ECPG
Encore Capital Group, Inc. 6.18%
KMX
CarMax, Inc. 6.02%
MKL
Markel Group Inc. 5.52%
CCOI
Cogent Communications Holdings, Inc. 5.27%

Sector Weightings

Recent News: HFCIX

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Research Reports: HFCIX

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