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HILGX
Mutual Fund ticker: NASDAQ
AS OF
Aug 27 closing price
Price
$12.17
Change
+$0.04 (+0.33%)
Net Assets
137.43M

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

The investment seeks long-term growth of capital... Show more

Category: #Mid-Cap Value
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A.I.Advisor
published Highlights

Notable companies

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

Industry description

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.

Market Cap

The average market capitalization across the Hennessy Cornerstone Large Growth Instl MF is 63.49B. The market cap for tickers in the group ranges from 15.77B to 202.7B. CAT holds the highest valuation in this group at 202.7B. The lowest valued company is BLDR at 15.77B.

Volume

The average weekly volume growth across all stocks in the Hennessy Cornerstone Large Growth Instl MF was -21%. For the same stocks of the MF, the average monthly volume growth was -8% and the average quarterly volume growth was -56%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 70
P/E Growth Rating: 19
Price Growth Rating: 38
SMR Rating: 50
Profit Risk Rating: 24
Seasonality Score: -48 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Hennessy Funds Trust7250 Redwood Boulevard Suite 200Novato
Phone
N/A
Web
www.hennessyfunds.com
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HILGX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HILGX has been closely correlated with VIVAX. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if HILGX jumps, then VIVAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HILGX
1D Price
Change %
HILGX100%
N/A
VIVAX - HILGX
85%
Closely correlated
N/A
VIVIX - HILGX
85%
Closely correlated
N/A
VVIAX - HILGX
85%
Closely correlated
N/A
VMVAX - HILGX
79%
Closely correlated
N/A
RMEBX - HILGX
79%
Closely correlated
+0.20%
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