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).
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 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.
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)