HEQFX Rating, Research - Henssler Equity

Henssler Equity (heqfx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 221

Threats + Weaknesses = 115

When strengths & opportunities substantially exceed threats & weaknesses an investment in the heqfx mutual fund has great long term potential.

Fund Management Team

Henssler Funds

Fund Description Update

Henssler Equity (HEQFX) Description: HEQFX is a mutual fund, which is an investment that owns a basket of assets. The HEQFX mutual fund was provided by Henssler and this investment vehicle derives the majority of its value from equity holdings (stocks). Hensslers mutual fund has a long management tenure and is in the average fund size classification. HEQFXs minimum initial investment amount is $2000 while the IRA minimum is $1000. HEQFXs expense ratio is roughly 1%. The latest HEQFXs front end load was 0% and the back end load was 0%. The Henssler Equity (HEQFX) mutual fund falls under the large-cap mixed category. HEQFX focuses its investments in USA and HEQFX is not affiliated with a particular industry or fund sector. The Henssler Equity (HEQFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HEQFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HEQFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund primarily invests in equity securities (see equity research) of companies with market capitalizations greater than $5 billion but may invest in companies of any size. It may invest up to 25% of total assets in long-term debt securities and up to 10% of total assets in debt securities rated below investment-grade.

Management Analysis Update

Henssler Equity's executives / managers make better investing decisions, because their assets are invested along side their client's. Henssler Equity's management team has a long history of working together. This helps ensure consistent future returns. The heqfx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Henssler Equity has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update