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HEIFX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
70.08M

HEIFX Price Prediction, Hennessy Equity and Income Investor AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), Home Depot (NYSE:HD), Chevron Corp (NYSE:CVX), FedEx Corp (NYSE:FDX).

Industry description

The investment seeks long-term capital growth and current income. The fund seeks income and long-term capital appreciation with reduced volatility of returns. It will invest up to 70% of its assets in equity securities and its remaining assets in fixed income securities. The fund invests primarily in domestic companies whose securities are listed on U.S. national securities exchanges.

Market Cap

The average market capitalization across the Hennessy Equity and Income Investor MF is 394.25B. The market cap for tickers in the group ranges from 28.78B to 2.95T. AAPL holds the highest valuation in this group at 2.95T. The lowest valued company is MLM at 28.78B.

Volume

The average weekly volume growth across all stocks in the Hennessy Equity and Income Investor MF was -50%. For the same stocks of the MF, the average monthly volume growth was -72% and the average quarterly volume growth was -67%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 67
P/E Growth Rating: 52
Price Growth Rating: 35
SMR Rating: 38
Profit Risk Rating: 32
Seasonality Score: -16 (-100 ... +100)
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Hennessy Funds Trust7250 Redwood Boulevard Suite 200Novato
Phone
N/A
Web
www.hennessyfunds.com
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HEIFX and

Correlation & Price change

A.I.dvisor indicates that over the last year, HEIFX has been closely correlated with RLBFX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if HEIFX jumps, then RLBFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HEIFX
1D Price
Change %
HEIFX100%
-0.07%
RLBFX - HEIFX
95%
Closely correlated
+0.23%
RLBBX - HEIFX
95%
Closely correlated
+0.23%
RLBEX - HEIFX
95%
Closely correlated
+0.23%
RLBCX - HEIFX
95%
Closely correlated
+0.26%
RLBAX - HEIFX
95%
Closely correlated
+0.23%
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