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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1040 | 1042 | 1407 | 1973 | 2952 | 3443 |
Fund Return | 4.03% | 4.19% | 40.69% | 25.41% | 24.17% | 13.16% |
Place in category | 127 | 419 | 2 | 2 | 2 | 6 |
% in Category | 17 | 69 | 1 | 1 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 1.23B | 4.03 | 25.87 | 13.56 | ||
Hennessy Gas Utility Investor | 431.47M | 1.08 | 9.59 | 6.34 | ||
Hennessy Cornerstone Growth Investo | 368.52M | 3.49 | 20.05 | 11.13 | ||
Hennessy Japan Institutional | 366.35M | -0.16 | 4.72 | 8.45 | ||
Hennessy Focus Investor | 367M | 3.61 | 5.55 | 9.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 58.64B | 3.89 | 7.86 | 9.75 | ||
Fidelity Small Cap Index Instl Pre | 27.16B | 2.64 | 5.79 | 8.60 | ||
Vanguard Small Cap Index I | 23.05B | 3.89 | 7.87 | 9.76 | ||
DFA US Small Cap I | 16.7B | 3.35 | 8.12 | 9.60 | ||
Vanguard Small Cap Index InstlPlus | 12.88B | 3.89 | 7.88 | 9.77 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Peloton Interactive | US70614W1009 | 4.86 | 8.570 | +2.39% | |
Alaska Air | US0116591092 | 4.70 | 75.06 | -1.13% | |
Brinker | US1096411004 | 4.67 | 167.87 | -2.44% | |
Newell Brands | US6512291062 | 4.13 | 7.01 | -1.82% | |
UGI | US9026811052 | 3.64 | 31.53 | -1.47% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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