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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1128 | 1070 | 1192 | 1381 | 1656 | 2244 |
Fund Return | 12.75% | 6.98% | 19.24% | 11.37% | 10.61% | 8.42% |
Place in category | 1014 | 845 | 1131 | 167 | 646 | 613 |
% in Category | 86 | 71 | 96 | 20 | 65 | 78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 976.65M | 32.40 | 24.34 | 13.38 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 630.16M | 32.10 | 23.89 | 13.00 | ||
Hennessy Gas Utility Investor | 420.72M | 20.16 | 11.97 | 6.23 | ||
Hennessy Focus Investor | 398M | 21.09 | 5.64 | 10.28 | ||
Hennessy Japan Institutional | 357.54M | 24.92 | 0.72 | 9.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 16.29 | 10.29 | 11.26 | ||
Vanguard Equity-Income Adm | 54.18B | 16.01 | 10.77 | 10.58 | ||
Vanguard Windsor II Admiral | 50.3B | 15.67 | 9.72 | 10.95 | ||
American Funds American Mutual A | 41.22B | 17.66 | 10.79 | 10.22 | ||
Vanguard Value Index Adm | 38.71B | 18.97 | 11.64 | 10.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rtx Corp | US75513E1010 | 2.55 | 118.00 | -0.63% | |
Manulife Financial | CA56501R1064 | 2.47 | 29.70 | +0.78% | |
IBM | US4592001014 | 2.45 | 206.32 | -0.93% | |
AT&T | US00206R1023 | 2.44 | 21.92 | -0.90% | |
Unilever ADR | US9047677045 | 2.39 | 61.31 | -0.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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