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Hennessy Technology Institutional HTCIX

Quantitative rating as of | See Hennessy Investment Hub
  • NAV / 1-Day Return 17.66  /  2.56 %
  • Total Assets 6.0 Mil
  • Adj. Expense Ratio
    0.980%
  • 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.

Summary

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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.

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