Hennessy Focus Fund Quote
| HFCSX Fund | USD 44.62 0.69 1.57% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Hennessy Focus is trading at 44.62 as of the 31st of January 2025; that is 1.57 percent up since the beginning of the trading day. The fund's open price was 43.93. Hennessy Focus has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund invests in domestic companies whose securities are listed on U.S. national securities exchanges, foreign companies listed on U.S. national securities exchanges, foreign companies through American Depositary Receipts , which are U.S. dollar-denominated securities of foreign issuers listed on U.S. More on Hennessy Focus Fund
Moving together with Hennessy Mutual Fund
Hennessy Mutual Fund Highlights
| Fund Concentration | Hennessy Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Hennessy (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Hennessy Focus Fund [HFCSX] is traded in USA and was established 31st of January 2025. Hennessy Focus is listed under Hennessy category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Hennessy family. This fund currently has accumulated 689.73 M in assets under management (AUM) with no minimum investment requirementsHennessy Focus is currently producing year-to-date (YTD) return of 3.77%, while the total return for the last 3 years was 5.8%.
Check Hennessy Focus Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hennessy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hennessy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hennessy Focus Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hennessy Focus Fund Mutual Fund Constituents
| GLPI | Gaming Leisure Properties | Stock | Real Estate | |
| FOXA | Fox Corp Class | Stock | Communication Services | |
| AMT | American Tower Corp | Stock | Real Estate | |
| AMWD | American Woodmark | Stock | Industrials | |
| AON | Aon PLC | Stock | Financials | |
| ECPG | Encore Capital Group | Stock | Financials | |
| KMX | CarMax Inc | Stock | Consumer Discretionary | |
| MKL | Markel | Stock | Financials |
Hennessy Focus Risk Profiles
| Mean Deviation | 1.1 | |||
| Standard Deviation | 2.02 | |||
| Variance | 4.09 | |||
| Risk Adjusted Performance | (0.08) |
Hennessy Focus Against Markets
Other Information on Investing in Hennessy Mutual Fund
Hennessy Focus financial ratios help investors to determine whether Hennessy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hennessy with respect to the benefits of owning Hennessy Focus security.
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