Whether deserved or not, Hennessy Focus has paid the price for its cyclical holdings. The fund retains its Morningstar Analyst Rating of Bronze across both share classes.
Will HFCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HFCIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HFCIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HFCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.