HFCVX Hennessy Cornerstone Value Investor Forecast, Technical & Fundamental Analysis

The most notable companies in this group are JPMorgan Chase & Co (NYSE:JPM), ExxonMobil Holdings Corporation (NYSE:XOM), Bank of America Corp (NYSE:BAC), International Business Machines Corp (NYSE:IBM), Wells Fargo & Co (NYSE:WFC), Citigroup (NYSE:C), Canadian Natural Resources Limited (NYSE:CNQ).

The investment seeks total return, consisting of capital appreciation and current income. The fund invests in larger, dividend-paying common stocks by utilizing a quantitative formula known as the Cornerstone Value Strategy (the "Value Strategy"). It purchases 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Value Strategy, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter.

The average market capitalization across the Hennessy Cornerstone Value Investor MF is 317.25B. The market cap for tickers in the group ranges from 51.39B to 896.38B. JPM holds the highest valuation in this group at 896.38B. The lowest valued company is CVE at 51.39B.

The average weekly volume growth across all stocks in the Hennessy Cornerstone Value Investor MF was -10%. For the same stocks of the MF, the average monthly volume growth was -15% and the average quarterly volume growth was -58%