Hennessy Cornerstone Large Growth Instl 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 second-costliest quintile among peers.
- NAV / 1-Day Return 10.39 / 1.17 %
- Total Assets 137.7 Mil
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Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Large Value
- Investment Style Mid Value
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 1.02%
- Turnover 76%
Morningstar’s Analysis HILGX
Will HILGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.