HBFBX Hennessy Balanced Investor Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Chevron Corp (NYSE:CVX), Coca-Cola Company (NYSE:KO), Unitedhealth Group (NYSE:UNH), Procter & Gamble Company (NYSE:PG), Merck & Co (NYSE:MRK), Amgen (NASDAQ:AMGN).

The investment seeks a combination of capital appreciation and current income. The fund invests approximately 50% of its assets in roughly equal dollar amounts in the 10 highest dividend-yielding Dow Jones Industrial Average ("DJIA") stocks (known as the "Dogs of the Dow"), but limits exposure to market risk and volatility by investing approximately 50% of its assets in U.S. Treasury securities with a maturity of less than one year. It is non-diversified.

The average market capitalization across the Hennessy Balanced Investor MF is 254.52B. The market cap for tickers in the group ranges from 225.15B to 385.65B. CVX holds the highest valuation in this group at 385.65B. The lowest valued company is AMGN at 225.15B.

The average weekly volume growth across all stocks in the Hennessy Balanced Investor MF was -42%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was -43%