HEIFX Hennessy Equity and Income Investor Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the Hennessy Equity and Income Investor MF is 658.65B. The market cap for tickers in the group ranges from 6.09B to 2.62T. AAPL holds the highest valuation in this group at 2.62T. The lowest valued company is NEU at 6.09B.

The average weekly volume growth across all stocks in the Hennessy Equity and Income Investor MF was -8%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was -42%