Skip to Content

Hennessy Cornerstone Growth Investor HFCGX

Quantitative rating as of
NAV / 1-Day Return
23.76  /  0.21 %
Total Assets
173.6 Mil
Adj. Expense Ratio
1.340%
Expense Ratio
1.340%
Distribution Fee Level
High
Share Class Type
No Load
Category
Small Blend
Investment Style
Small Value
Min. Initial Investment
2,500
Status
Open
TTM Yield
0.00
Turnover
98%

Morningstar’s Analysis HFCGX

Will HFCGX outperform in future?

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

Summary

|

A middling People rating and a subpar Parent Pillar limit Hennessy Cornerstone Growth Investor to a Morningstar Quantitative Rating of Neutral. 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.

Unlock our full analysis with Morningstar Investor