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HLFNX
Mutual Fund ticker: NASDAQ
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HLFNX price forecast, quote, news & analysis

Category: @Financial
A.I.Advisor
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Notable companies

The most notable companies in this group are VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Mastercard (NYSE:MA), Bank of America Corp (NYSE:BAC), Wells Fargo & Co (NYSE:WFC), Citigroup (NYSE:C), PayPal Holdings (NASDAQ:PYPL).

Industry description

The investment seeks capital appreciation. The fund invests primarily in companies whose securities are listed on U.S. national securities exchanges, including through American Depositary Receipts (“ADRs”), which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges. It invests at least 80% of its net assets in securities of large-cap companies principally engaged in the business of providing financial services, including information technology companies that are primarily engaged in providing products or services to financial services companies. The fund is non-diversified.

Market Cap

The average market capitalization across the Hennessy Large Cap Financial Investor MF is 239.38B. The market cap for tickers in the group ranges from 16.64B to 573.25B. V holds the highest valuation in this group at 573.25B. The lowest valued company is CFG at 16.64B.

Volume

The average weekly volume growth across all stocks in the Hennessy Large Cap Financial Investor MF was 38%. For the same stocks of the MF, the average monthly volume growth was -19% and the average quarterly volume growth was 13%

Fundamental Analysis Ratings

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

Valuation Rating: 75
P/E Growth Rating: 32
Price Growth Rating: 15
SMR Rating: 13
Profit Risk Rating: 46
Seasonality Score: 44 (-100 ... +100)
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General Information

Category Financial

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