Hennessy Cornerstone Mid Cap 30 Fd Inv Cl (HFMDX)
HFMDX Price Chart
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HFMDX Fund Profile
Key details and information about Hennessy Cornerstone Mid Cap 30 Fd Inv Cl (HFMDX).
Sector Focus
Financial Services
Industry
Asset Management
Inception Date
17 Sept 2003
Country
US
Description
This fund primarily allocates at least 80% of its capital to common stocks issued by growth-oriented, mid-sized companies. Its investment approach relies on a proprietary quantitative methodology known as the Cornerstone Mid Cap 30 Formula. The portfolio is structured with 30 distinct stock holdings, each receiving an equal dollar allocation, which translates to approximately 3.33% of the total portfolio assets per position. Leveraging this formula, the universe of potential stocks is reassessed, and the fund's holdings are rebalanced annually, typically during the autumn season.
HFMDX Fund Performance
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