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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1109 | 1192 | 1359 | 1784 | 2582 |
Fund Return | 3.5% | 10.94% | 19.21% | 10.77% | 12.27% | 9.95% |
Place in category | 726 | 268 | 171 | 261 | 110 | 102 |
% in Category | 56 | 20 | 19 | 27 | 15 | 19 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 694.1M | 24.28 | 18.28 | 12.57 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 505.64M | 24.15 | 17.85 | 12.18 | ||
Hennessy Gas Utility Investor | 389.03M | 6.84 | 6.26 | 5.27 | ||
Hennessy Focus Investor | 348.34M | 1.48 | 0.41 | 8.64 | ||
Hennessy Japan Institutional | 343.14M | 14.29 | 0.42 | 8.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.52B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Builders FirstSource | US12008R1077 | 3.76 | 136.51 | -4.01% | |
Dell Tech | US24703L2025 | 3.36 | 140.35 | +2.03% | |
PulteGroup | US7458671010 | 3.26 | 110.04 | -2.34% | |
Jabil Circuit | US4663131039 | 2.90 | 114.38 | +1.24% | |
DR Horton | US23331A1097 | 2.79 | 140.44 | -2.51% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Strong Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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