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HISFX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
68.46M

HISFX Hennessy Small Cap Financial Instl Forecast, Technical & Fundamental Analysis

Category Financial
A.I.Advisor
published Highlights

Industry description

The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets in securities of small-cap companies principally engaged in the business of providing financial services. The fund's manager considers a small-cap company to be one that has a market capitalization of less than $3 billion, measured at the time of purchase. It will not invest more than 5% of its total assets in the equity-related securities of any one company that derives more than 15% of its revenues from brokerage or investment management activities. The fund is non-diversified.

Market Cap

The average market capitalization across the Hennessy Small Cap Financial Instl MF is 2.75B. The market cap for tickers in the group ranges from 177.45M to 3.12B. ASB holds the highest valuation in this group at 3.12B. The lowest valued company is WNEB at 177.45M.

Volume

The average weekly volume growth across all stocks in the Hennessy Small Cap Financial Instl MF was -17%. For the same stocks of the MF, the average monthly volume growth was -20% and the average quarterly volume growth was 7%

Fundamental Analysis Ratings

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

Valuation Rating: 60
P/E Growth Rating: 54
Price Growth Rating: 59
SMR Rating: 15
Profit Risk Rating: 78
Seasonality Score: -52 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Financial

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

Correlation & Price change

A.I.dvisor indicates that over the last year, HISFX has been closely correlated with TFIFX. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if HISFX jumps, then TFIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HISFX
1D Price
Change %
HISFX100%
-0.99%
TFIFX - HISFX
79%
Closely correlated
-0.40%
PRISX - HISFX
79%
Closely correlated
-0.40%
DVFYX - HISFX
69%
Closely correlated
-0.69%
VFAIX - HISFX
68%
Closely correlated
-0.35%
JRGRX - HISFX
68%
Closely correlated
-0.98%
More