Hennessy Technology Institutional 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-highest quintile among peers.
- NAV / 1-Day Return 17.66 / 2.56 %
- Total Assets 6.0 Mil
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Adj. Expense Ratio
- Expense Ratio 0.980%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Technology
- Investment Style Mid Growth
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.47%
- Turnover 151%
Morningstar’s Analysis HTCIX
Will HTCIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.