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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1193 | 1176 | 1242 | 1122 | 1612 | 2528 |
Fund Return | 19.31% | 17.57% | 24.23% | 3.92% | 10.03% | 9.72% |
Place in category | 20 | 2 | 59 | 232 | 280 | 42 |
% in Category | 6 | 1 | 15 | 65 | 79 | 22 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 903.32M | 30.48 | 20.98 | 12.46 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 587.67M | 30.18 | 20.52 | 12.08 | ||
Hennessy Gas Utility Investor | 422.87M | 16.69 | 9.44 | 5.57 | ||
Hennessy Japan Institutional | 382.32M | 24.50 | 1.59 | 9.22 | ||
Hennessy Cornerstone Growth Investo | 344.83M | 31.61 | 16.52 | 11.02 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 61.97B | 11.88 | 2.96 | 9.57 | ||
Fidelity Extended Market Index Ins | 41.89B | 9.99 | -0.65 | 8.91 | ||
Fidelity Mid Cap Index Fund Institu | 35.76B | 12.16 | 3.53 | 9.58 | ||
Vanguard Extended Market Index Inst | 32.14B | 10.00 | -0.63 | - | ||
Vanguard Extended Market Idx Adm | 24.68B | 9.97 | -0.67 | 8.89 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Brookfield | CA11271J1075 | 7.02 | 52.18 | -0.04% | |
Markel | US5705351048 | 6.90 | 1,570.59 | -0.89% | |
O’Reilly Automotive | US67103H1077 | 6.82 | 1,109.05 | -0.59% | |
American Tower | US03027X1000 | 6.75 | 235.06 | +1.18% | |
Ashtead Group | GB0000536739 | 6.68 | 5,566.0 | -1.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | BUY |
Summary | Strong Buy | Strong Buy | Buy |
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