HILGX Hennessy Cornerstone Large Growth Instl Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Caterpillar (NYSE:CAT), Dell Technologies (NYSE:DELL), MARATHON PETROLEUM Corp (NYSE:MPC), Valero Energy Corp (NYSE:VLO), AutoZone (NYSE:AZO), United Rentals (NYSE:URI).

The investment seeks long-term growth of capital. The fund invests in growth-oriented common stocks of larger companies by utilizing a quantitative formula known as the Cornerstone Large Growth Formula (the "Large Growth Formula"). It purchases 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Large Growth Formula, 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 Large Growth Instl MF is 62.5B. The market cap for tickers in the group ranges from 19.9B to 181.64B. CAT holds the highest valuation in this group at 181.64B. The lowest valued company is STLD at 19.9B.

The average weekly volume growth across all stocks in the Hennessy Cornerstone Large Growth Instl MF was -22%. For the same stocks of the MF, the average monthly volume growth was -18% and the average quarterly volume growth was 25%