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Hennessy Cornerstone Large Growth Inv HFLGX

Quantitative rating as of | See Hennessy Investment Hub
  • NAV / 1-Day Return 10.53  /  1.35 %
  • Total Assets 140.3 Mil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.290%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.68%
  • Turnover 76%

Morningstar’s Analysis HFLGX

Will HFLGX outperform in future?

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

Summary

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Hennessy Cornerstone Large Growth Inv earns a Morningstar Quantitative Rating of Negative on the basis of subpar ratings in both the Process and Parent Pillars. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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