Skip to search.
 TSX Up 0.84% TSX Ventures  0.00%
Streaming
Ticker Tape: On

Hennessy Cornerstone Growth Investor (HFCGX)

14.55 Up 0.13(0.90%) May 17

Prev Close:14.42
YTD Return*:7.91%
Net Assets*:318.63M
Yield*:N/A

* As of 28-Feb-13

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
AVD3.22-7.85
CBM2.714.31
LAD2.4713.60
SUSS2.3030.44
PZZA2.23-3.65
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:318.63M
Category:Small Blend
Annual Report Expense Ratio (net):1.34%
Fund Profile | Holdings

Performance & Risk

YTD Return:7.91%
5y Avg Return:0.31%
Rank in Category (ytd):31
% Rank in Category (ytd):4.42%
Beta (3y):1.44
Morningstar Risk Rating:4
Performance Details | Risk Details

Fund Summary

The investment seeks long-term growth of capital. The fund invests in growth-oriented common stocks by utilizing a highly disciplined, purely quantitative formula known as the Cornerstone Growth Strategy® (the "Growth Strategy"). From a universe of stocks with market capitalization exceeding $175 million, the Cornerstone Growth Strategy selects the 50 common stocks with the highest one-year price appreciation as of the date of purchase. The fund purchases 50 stocks as dictated by the Cornerstone Growth Strategy, weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. View More
Fund Profile
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback