The most notable companies in this group are VISA (NASDAQ:V), JPMorgan Chase & Co (NASDAQ:JPM), Mastercard (NASDAQ:MA), Bank of America Corp (NASDAQ:BAC), Wells Fargo & Co (NASDAQ:WFC), PayPal Holdings (NASDAQ:PYPL), KeyCorp (NASDAQ:KEY).
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.
The average market capitalization across the Hennessy Large Cap Financial Investor MF is 237.46B. The market cap for tickers in the group ranges from 11.01B to 632.33B. BRK.B holds the highest valuation in this group at 632.33B. The lowest valued company is KEY at 11.01B.
The average weekly volume growth across all stocks in the Hennessy Large Cap Financial Investor MF was -62%. For the same stocks of the MF, the average monthly volume growth was -55% and the average quarterly volume growth was -53%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 71
P/E Growth Rating: 51
Price Growth Rating: 36
SMR Rating: 20
Profit Risk Rating: 57
Seasonality Score: 54 (-100 ... +100)