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Hennessy Focus Institutional HFCIX

Analyst rating as of
NAV / 1-Day Return
67.68  /  1.84 %
Total Assets
1.1 Bil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Fee Level
High
Longest Manager Tenure
11.53 years
Category
Mid-Cap Growth
Investment Style
Mid Blend
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.00%
Turnover
5%
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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.

This fund's cyclical exposure was a liability in the first quarter.

Senior Analyst

Summary

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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.

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