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Hennessy Large Cap Financial Investor HLFNX Fund Analysis

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Morningstar’s Analysis HLFNX

Will HLFNX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hennessy Large Cap Financial Investor to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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