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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1328 | 1138 | 1350 | 1530 | 1604 | 1976 |
Fund Return | 32.83% | 13.83% | 34.96% | 15.23% | 9.91% | 7.05% |
Place in category | 31 | 3 | 32 | 9 | 18 | 36 |
% in Category | 57 | 4 | 61 | 16 | 30 | 81 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 1.12B | 47.26 | 27.29 | 13.88 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 656.65M | 46.78 | 26.84 | 13.48 | ||
Hennessy Focus Investor | 366.8M | 23.40 | 5.13 | 9.63 | ||
Hennessy Cornerstone Growth Investo | 356.74M | 43.76 | 19.11 | 11.58 | ||
Hennessy Japan Institutional | 360.36M | 22.17 | 1.43 | 9.05 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Utilities A | 3B | 37.09 | 13.12 | 9.48 | ||
Franklin Utilities Adv | 1.23B | 37.25 | 13.29 | 9.64 | ||
Franklin Utilities C | 184.95M | 36.44 | 12.57 | 8.93 | ||
Franklin Utilities R | 95.2M | 36.61 | 12.74 | 9.10 | ||
Franklin Utilities R6 | 245.64M | 37.31 | 13.37 | 9.73 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
EQT | US26884L1098 | 5.31 | 42.99 | +0.80% | |
Atmos Energy | US0495601058 | 5.15 | 139.69 | +1.25% | |
Southern | US8425871071 | 5.07 | 82.86 | +1.32% | |
TC Energy | CA87807B1076 | 4.99 | 65.79 | +0.87% | |
Kinder Morgan | US49456B1017 | 4.98 | 26.85 | +2.32% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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