HICGX – Fund Analysis – Hennessy Cornerstone Growth Inst | Morningstar

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Will HICGX outperform in future?

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

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Process Pillar

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

The People Pillar is our evaluation of the HICGX 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 HICGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Strength in Hennessy Cornerstone Growth Inst's Process Pillar is partially offset by an Average People Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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