SPARX Rating, Research - Hennessy Select Sparx Japan Instl

Hennessy Select Sparx Japan Instl (sparx)

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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 = 0

Threats + Weaknesses = 0

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

Fund Management Team

Fund Description Update

Hennessy Select Sparx Japan Instl (SPARX) Description: SPARX is a mutual fund, which is an investment that owns a basket of assets. The SPARX 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 medium management tenure and is in the small fund size classification. SPARXs minimum initial investment amount is $250000 while the IRA minimum is $0. SPARXs expense ratio is roughly 1%. The latest SPARXs front end load was 0% and the back end load was 0%. The Hennessy Select Sparx Japan Instl (SPARX) mutual fund falls under the japan stock category. SPARX focuses its investments in Japan and SPARX is not affiliated with a particular industry or fund sector. The Hennessy Select Sparx Japan Instl (SPARX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SPARXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SPARXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of net assets in equity securities (see equity research) of Japanese companies. The funds equity investments may include common stocks (see stock research) (including stocks (see stock research) purchased in initial public offerings (IPOs)), preferred stocks (see stock research), warrants and other rights, and securities convertible into or exchangeable for common stocks (see stock research). The fund invests in companies regardless of market capitalization.

Management Analysis Update

Performance Analysis Update