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HEIIX
AS OF
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Price
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Net Assets
73.54M
HEIIX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
73.54M
HEIIX Hennessy Equity and Income Institutional Forecast, Technical & Fundamental Analysis
Category Unknown
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), Texas Instruments (NASDAQ:TXN), Starbucks Corp (NASDAQ:SBUX).
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 Institutional MF is 378.62B. The market cap for tickers in the group ranges from 25.13B to 2.72T. AAPL holds the highest valuation in this group at 2.72T. The lowest valued company is MLM at 25.13B.
Volume
The average weekly volume growth across all stocks in the Hennessy Equity and Income Institutional MF was -56%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -31%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 62
P/E Growth Rating: 48
Price Growth Rating: 43
SMR Rating: 37
Profit Risk Rating: 36
Seasonality Score: -38 (-100 ... +100)
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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
Interesting Tickers
HEIIX and
Correlation & Price change
A.I.dvisor indicates that over the last year, HEIIX has been closely correlated with RLBEX. These tickers have moved in lockstep 95% of the time. This A.I.-generated data suggests there is a high statistical probability that if HEIIX jumps, then RLBEX could also see price increases.
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| Ticker / NAME | Correlation To HEIIX | 1D Price Change % | ||
|---|---|---|---|---|
| HEIIX | 100% | -0.15% | ||
| RLBEX - HEIIX | 95% Closely correlated | N/A | ||
| RLBCX - HEIIX | 95% Closely correlated | +0.03% | ||
| RLBAX - HEIIX | 95% Closely correlated | +0.03% | ||
| RLBFX - HEIIX | 94% Closely correlated | N/A | ||
| RLBBX - HEIIX | 94% Closely correlated | +0.03% | ||
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