Morningstar

Hennessy Focus Investor HFCSX

Morningstar Medalist Rating
Medalist Rating as of | See Hennessy Investment Hub
  • NAV / 1-Day Return 52.05  /  +1.28 %
  • Total Assets 692.6 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 12%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HFCSX

Will HFCSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HFCSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HFCSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HFCSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Could use fine-tuning.

Senior Analyst Adam Sabban

Adam Sabban

Senior Analyst

Summary

Despite a good foundation, reservations around Hennessy Focus' investment parameters lead to a Process rating downgrade to Average from Above Average.

by Adam Sabban
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HFCSX

More HFCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 65.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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