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Hennessy Large Cap Financial Investor HLFNX

Quantitative rating as of | See Hennessy Investment Hub
  • NAV / 1-Day Return 25.13  /  0.24 %
  • Total Assets 46.3 Mil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.680%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Financial
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.54%
  • Turnover 78%

Morningstar’s Analysis HLFNX

Will HLFNX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Hennessy Large Cap Financial Investor to a Morningstar Quantitative Rating of Neutral. 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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