HFCGX Rating, Research - Hennessy Cornerstone Growth

Hennessy Cornerstone Growth (hfcgx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
%
%
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Geographic Allocation (% of Port)

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

SELL

SWOT Statistics

Strengths + Opportunities = 37

Threats + Weaknesses = 33

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

Fund Management Team

Fund Description Update

Hennessy Cornerstone Growth (HFCGX) Description: HFCGX is a mutual fund, which is an investment that owns a basket of assets. The HFCGX mutual fund was provided by Hennessy and this investment vehicle derives the majority of its value from equity holdings (stocks). Hennessys mutual fund has a long management tenure and is in the average fund size classification. HFCGXs minimum initial investment amount is $2500 while the IRA minimum is $250. HFCGXs expense ratio is roughly 1%. The latest HFCGXs front end load was 0% and the back end load was 0%. The Hennessy Cornerstone Growth (HFCGX) mutual fund falls under the mid-cap mixed category. HFCGX focuses its investments in USA and HFCGX is not affiliated with a particular industry or fund sector. The Hennessy Cornerstone Growth (HFCGX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find HFCGXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of HFCGXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks. The fund invests for the long term primarily in securities of U.S. growth companies of any size. It purchases securities in business that the advisor believes could increase in value 100% within four subsequent years. The advisor selects securities that it believes have favorable price-to-value characteristics, are well managed, have significant long term growth prospects and have significant barriers to competition. The fund can borrow money from banks (leverage) in an amount up to one-third of total assets. It is non-diversified.


Management Analysis Update

Hennessy Cornerstone Growth's management team has a long history of working together. This helps ensure consistent future returns. Hennessy Cornerstone Growth has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update