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HSFNX Hennessy Small Cap Financial Investor 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 Investor MF is 1.61B. The market cap for tickers in the group ranges from 165.53M to 3.23B. ASB holds the highest valuation in this group at 3.23B. The lowest valued company is WNEB at 165.53M.

Volume

The average weekly volume growth across all stocks in the Hennessy Small Cap Financial Investor MF was 87%. For the same stocks of the MF, the average monthly volume growth was 126% and the average quarterly volume growth was 167%

Fundamental Analysis Ratings

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

Valuation Rating: 54
P/E Growth Rating: 18
Price Growth Rating: 42
SMR Rating: 19
Profit Risk Rating: 70
Seasonality Score: 48 (-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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HSFNX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, HSFNX has been closely correlated with TFIFX. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if HSFNX jumps, then TFIFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To HSFNX
1D Price
Change %
HSFNX100%
-0.45%
TFIFX - HSFNX
84%
Closely correlated
+0.45%
PRISX - HSFNX
78%
Closely correlated
+0.47%
FIDAX - HSFNX
74%
Closely correlated
+0.34%
FIDCX - HSFNX
74%
Closely correlated
+0.35%
JFIFX - HSFNX
74%
Closely correlated
+0.34%
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