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HIMDX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
851.8M

HIMDX Price Prediction, Hennessy Cornerstone Mid Cap 30 Instl AI Recommendations

Mutual Fund market charts, price targets, analyst ratings and a financial calendar

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Gap (The) (NYSE:GPS), Abercrombie & Fitch Co (NYSE:ANF).

Industry description

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in mid-cap growth-oriented common stocks by utilizing a quantitative formula known as the Cornerstone Mid Cap 30 Formula (the “Mid Cap 30 Formula”). It purchases 30 stocks weighted equally by dollar amount, with 3.33% of the portfolio's assets invested in each. Using the Mid Cap 30 Formula, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the fall.

Market Cap

The average market capitalization across the Hennessy Cornerstone Mid Cap 30 Instl MF is 8.12B. The market cap for tickers in the group ranges from 2.68B to 14.15B. XPO holds the highest valuation in this group at 14.15B. The lowest valued company is STRL at 2.68B.

Volume

The average weekly volume growth across all stocks in the Hennessy Cornerstone Mid Cap 30 Instl MF was -25%. For the same stocks of the MF, the average monthly volume growth was 5% and the average quarterly volume growth was -2%

Fundamental Analysis Ratings

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

Valuation Rating: 56
P/E Growth Rating: 35
Price Growth Rating: 46
SMR Rating: 52
Profit Risk Rating: 38
Seasonality Score: -50 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category SmallValue

Profile
Fundamentals
Details
Category
Small Value
Address
Hennessy Funds Trust7250 Redwood Boulevard Suite 200Novato
Phone
N/A
Web
www.hennessyfunds.com
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HIMDX and

Correlation & Price change

A.I.dvisor indicates that over the last year, HIMDX has been closely correlated with DFFVX. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if HIMDX jumps, then DFFVX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HIMDX
1D Price
Change %
HIMDX100%
+1.49%
DFFVX - HIMDX
76%
Closely correlated
+0.22%
DFSVX - HIMDX
75%
Closely correlated
+0.25%
VISVX - HIMDX
70%
Closely correlated
+0.35%
VSIAX - HIMDX
70%
Closely correlated
+0.32%
VSIIX - HIMDX
70%
Closely correlated
+0.32%
More