Nasdaq - Delayed Quote USD

Hennessy Cornerstone Growth Inst (HICGX)

37.62 -0.02 (-0.05%)
As of 8:06 AM EDT. Market Open.
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DELL
  • Previous Close 37.64
  • YTD Return 32.26%
  • Expense Ratio 1.02%
  • Category Small Blend
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 518.56M
  • Beta (5Y Monthly) 1.08
  • Yield 0.49%
  • 5y Average Return --
  • Holdings Turnover 90.00%
  • Last Dividend 0.18
  • Inception Date Mar 3, 2008

The fund may invest in any company whose securities are listed on a U.S. national securities exchange, including through ADRs, which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges. The fund invests in growth-oriented common stocks by utilizing a quantitative formula known as the Cornerstone Growth Strategy. It purchases these 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Growth Strategy, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter.

Hennessy

Fund Family

Small Blend

Fund Category

518.56M

Net Assets

2008-03-03

Inception Date

Performance Overview: HICGX

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Trailing returns as of 10/15/2024. Category is Small Blend.

YTD Return

HICGX
32.26%
Category
20.19%
?

1-Year Return

HICGX
42.60%
Category
60.18%
?

3-Year Return

HICGX
18.78%
Category
11.32%
?

5-Year Return

HICGX
20.69%
Category
13.88%
?

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Holdings: HICGX

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Top 10 Holdings (28.06% of Total Assets)

SymbolCompany% Assets
TPC
Tutor Perini Corporation 3.35%
SFM
Sprouts Farmers Market, Inc. 3.17%
FGXXX
First American Funds, Inc. - Government Obligations Fund 3.16%
IESC
IES Holdings, Inc. 2.97%
THC
Tenet Healthcare Corporation 2.90%
OSCR
Oscar Health, Inc. 2.63%
TREE
LendingTree, Inc. 2.54%
AMRX
Amneal Pharmaceuticals, Inc. 2.51%
LRN
Stride, Inc. 2.47%
TEVA
Teva Pharmaceutical Industries Limited 2.36%

Sector Weightings

Recent News: HICGX

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Research Reports: HICGX

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