HIMDX

AS OF

Jun 29 closing price

Price

$29.27

Change

+$0.45 (+1.56%)

Net Assets

1.33B

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HIMDX

Mutual Fund ticker: NASDAQ

AS OF

Jun 29 closing price

Price

$29.27

Change

+$0.45 (+1.56%)

Net Assets

1.33B

HIMDX Hennessy Cornerstone Mid Cap 30 Instl Forecast, Technical & Fundamental Analysis

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

Category: #Small Blend

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A.I.Advisor

published Highlights

Notable companies

The most notable companies in this group are 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 23.08B. The market cap for tickers in the group ranges from 3.97B to 68.6B. FIX holds the highest valuation in this group at 68.6B. The lowest valued company is ANF at 3.97B.

Volume

The average weekly volume growth across all stocks in the Hennessy Cornerstone Mid Cap 30 Instl MF was 73%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was 238%

Fundamental Analysis Ratings

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

Valuation Rating: 78

P/E Growth Rating: 33

Price Growth Rating: 48

SMR Rating: 38

Profit Risk Rating: 34

Seasonality Score: 12 (-100 ... +100)

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published General Information

General Information

Category SmallBlend

Profile

Details

	1 Day
GTHIX	40.11	N/A	N/A
Invesco Health Care Invstor
GABPX	54.62	N/A	N/A
Goldman Sachs Equity Income P
SCJKX	7.88	N/A	N/A
Steward Covered Call Income R6
TIEIX	50.99	N/A	N/A
Nuveen Equity Index R6
AVFIX	29.87	N/A	N/A
American Beacon Small Cp Val R5

HIMDX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HIMDX has been closely correlated with NAESX. These tickers have moved in lockstep 89% of the time. This A.I.-generated data suggests there is a high statistical probability that if HIMDX jumps, then NAESX could also see price increases.

Ticker / NAME	Correlation To HIMDX	1D Price Change %
HIMDX	100%	N/A
NAESX - HIMDX	89% Closely correlated	N/A
VSCIX - HIMDX	89% Closely correlated	N/A
VSCPX - HIMDX	89% Closely correlated	N/A
VSMAX - HIMDX	89% Closely correlated	N/A
FSSNX - HIMDX	87% Closely correlated	N/A
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