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Morningstar

Hennessy Focus Institutional HFCIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 51.85  /  0.29 %
  • Total Assets 715.2 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.120%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 5%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HFCIX

Will HFCIX outperform in future?

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

Process Pillar

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.

People Pillar

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.

Parent Pillar

The Parent Pillar is our rating of HFCIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not a standout.

Director

Summary

| by Katie Rushkewicz Reichart

Hennessy Focus sticks to its knitting, but some concerns diminish its edge. Its Morningstar Analyst Rating is Neutral.

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