Hennessy Mutual Funds
Hennessy Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 4 of 4 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Hennessy Cornerstone Growth Inst | HICGX | Small Blend | 30.86% | 1 | 1.020% | Above Average | Institutional | $250,000 | ||
Hennessy Cornerstone Growth Investor | HFCGX | Small Blend | 30.55% | 1 | 1.330% | High | No Load | $2,500 | ||
Hennessy Cornerstone Mid Cap 30 Instl | HIMDX | Small Value | 33.94% | 1 | 0.970% | Average | Institutional | $250,000 | ||
Hennessy Cornerstone Mid Cap 30 Inv | HFMDX | Small Value | 33.57% | 1 | 1.340% | High | No Load | $2,500 |
Hennessy Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank