Advertisement
Skip to Content

Hennessy Cornerstone Growth Inst HICGX

Quantitative rating as of | See Hennessy Investment Hub
  • NAV / 1-Day Return 25.15  /  0.63 %
  • Total Assets 178.9 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.44%
  • Turnover 102%

Morningstar’s Analysis HICGX

Will HICGX outperform in future?

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

Summary

|

A middling People rating and a subpar Parent Pillar limit Hennessy Cornerstone Growth Inst to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor