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Hennessy Focus Institutional HFCIX

Analyst rating as of
NAV / 1-Day Return
64.66  /  1.33 %
Total Assets
1.0 Bil
Adj. Expense Ratio
1.140%
Expense Ratio
1.140%
Fee Level
High
Longest Manager Tenure
12.43 years
Category
Mid-Cap Growth
Investment Style
Mid Blend
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.00%
Turnover
4%
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Morningstar’s Analysis

Will HFCIX outperform in future?

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

High fees remain a hurdle.

Summary

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Hennessy Focus shines at times, but inconsistent execution and persistently high fees lead to a Morningstar Analyst Rating downgrade to Neutral from Bronze.

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