Hennessy Large Cap Fund Quote
| HLFNX Fund | USD 31.46 0.49 1.58% |
Performance13 of 100
| Odds Of DistressLess than 17
|
Hennessy Large is trading at 31.46 as of the 25th of November 2024; that is 1.58 percent up since the beginning of the trading day. The fund's open price was 30.97. Hennessy Large has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Hennessy Large Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of February 2023 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests primarily in companies whose securities are listed on U.S. national securities exchanges, including through American Depositary Receipts , which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges. More on Hennessy Large Cap
Moving together with Hennessy Mutual Fund
| 0.87 | HICGX | Hennessy Nerstone Growth | PairCorr |
| 0.73 | HICVX | Hennessy Nerstone Value | PairCorr |
| 0.85 | HIMDX | Hennessy Nerstone Mid | PairCorr |
| 1.0 | HILFX | Hennessy Large Cap | PairCorr |
| 0.64 | HILGX | Hennessy Nerstone Large | PairCorr |
| 0.96 | HISFX | Hennessy Small Cap | PairCorr |
Moving against Hennessy Mutual Fund
Hennessy Mutual Fund Highlights
| Fund Concentration | Hennessy Funds, Large Value Funds, Financial Funds, Financial, Hennessy (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Hennessy Large Cap [HLFNX] is traded in USA and was established 25th of November 2024. Hennessy Large is listed under Hennessy category by Fama And French industry classification. The fund is listed under Financial category and is part of Hennessy family. This fund currently has accumulated 33.87 M in assets under management (AUM) with no minimum investment requirementsHennessy Large Cap is currently producing year-to-date (YTD) return of 36.6% with the current yeild of 0.01%, while the total return for the last 3 years was 1.51%.
Check Hennessy Large 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 Large Cap 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 Large Cap Mutual Fund Constituents
| AXP | American Express | Stock | Financials | |
| ADP | Automatic Data Processing | Stock | Industrials | |
| STI | Solidion Technology | Stock | Industrials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| TW | Tradeweb Markets | Stock | Financials | |
| SQ | Block Inc | Stock | Industrials |
Hennessy Large Cap Risk Profiles
| Mean Deviation | 1.11 | |||
| Semi Deviation | 0.6936 | |||
| Standard Deviation | 1.82 | |||
| Variance | 3.33 |
Hennessy Large Against Markets
Other Information on Investing in Hennessy Mutual Fund
Hennessy Large 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 Large security.
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk |