MENU
+Compare
HFCGX
Mutual Fund ticker: NASDAQ
AS OF
Nov 12 closing price
Price
$32.43
Change
+$0.17 (+0.53%)
Net Assets
464.59M

HFCGX Hennessy Cornerstone Growth Investor Forecast, Technical & Fundamental Analysis

The investment seeks long-term growth of capital... Show more

Category: #Small Blend
Interact to see
Advertisement
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are YPF Sociedad Anonima (NYSE:YPF).

Industry description

The investment seeks long-term growth of capital. The fund may invest in any company whose securities are listed on a U.S. national securities exchange, including through ADRs, which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges. The fund invests in growth-oriented common stocks by utilizing a quantitative formula known as the Cornerstone Growth Strategy. It purchases these 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Growth Strategy, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter.

Market Cap

The average market capitalization across the Hennessy Cornerstone Growth Investor MF is 14.48B. The market cap for tickers in the group ranges from 2.18B to 34.33B. FIX holds the highest valuation in this group at 34.33B. The lowest valued company is AMR at 2.18B.

Volume

The average weekly volume growth across all stocks in the Hennessy Cornerstone Growth Investor MF was -48%. For the same stocks of the MF, the average monthly volume growth was 16% and the average quarterly volume growth was -66%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 78
P/E Growth Rating: 32
Price Growth Rating: 46
SMR Rating: 44
Profit Risk Rating: 34
Seasonality Score: 15 (-100 ... +100)
View a ticker or compare two or three
Interact to see
Advertisement
A.I. Advisor
published General Information

General Information

Category SmallBlend

Profile
Fundamentals
Details
Category
Small Blend
Address
Hennessy Funds Trust7250 Redwood Boulevard Suite 200Novato
Phone
N/A
Web
www.hennessyfunds.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
LTTI19.750.05
+0.24%
FT Vest 20+ Year Treasury & Target Income ETF
VRIG25.13N/A
N/A
Invesco Variable Rate Investment Grd ETF
SUPL38.26N/A
N/A
ProShares Supply Chain Logistics ETF
FLTB50.70-0.06
-0.12%
Fidelity Limited Term Bond ETF
FCA29.63-0.10
-0.32%
First Trust China AlphaDEX® ETF

HFCGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HFCGX has been closely correlated with FTHFX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if HFCGX jumps, then FTHFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HFCGX
1D Price
Change %
HFCGX100%
+0.53%
FTHFX - HFCGX
88%
Closely correlated
+0.34%
VSMAX - HFCGX
78%
Closely correlated
+0.15%
NAESX - HFCGX
78%
Closely correlated
+0.15%
VSCIX - HFCGX
78%
Closely correlated
+0.16%
VSCPX - HFCGX
78%
Closely correlated
+0.15%
More