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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1037 | 1022 | 1226 | 1189 | 1505 | 2542 |
Fund Return | 3.65% | 2.15% | 22.55% | 5.94% | 8.52% | 9.78% |
Place in category | 292 | 387 | 92 | 292 | 304 | 100 |
% in Category | 70 | 90 | 23 | 81 | 88 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 1.21B | 4.03 | 25.87 | 13.56 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 648.11M | 4.03 | 25.41 | 13.16 | ||
Hennessy Gas Utility Investor | 434.3M | 1.08 | 9.59 | 6.34 | ||
Hennessy Cornerstone Growth Investo | 366.84M | 3.49 | 20.05 | 11.13 | ||
Hennessy Japan Institutional | 368.6M | -0.16 | 4.72 | 8.45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 65.01B | 4.44 | 7.18 | 10.24 | ||
Fidelity Extended Market Index Ins | 41.92B | 4.98 | 8.00 | 10.20 | ||
Fidelity Mid Cap Index Fund Institu | 38.63B | 4.23 | 7.97 | 10.26 | ||
Vanguard Extended Market Index Inst | 36.36B | 4.99 | 8.01 | - | ||
Vanguard Extended Market Idx Adm | 26.66B | 4.98 | 7.97 | 10.20 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ast Spacemobile | US00217D1000 | 10.27 | 31.170 | +0.87% | |
Brookfield | CA11271J1075 | 7.15 | 60.50 | -1.32% | |
Markel | US5705351048 | 7.03 | 1,854.01 | -0.90% | |
Aon | IE00BLP1HW54 | 7.00 | 394.89 | +0.97% | |
O’Reilly Automotive | US67103H1077 | 6.85 | 1,295.80 | 0.00% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Strong Buy | BUY | BUY |
Summary | Strong Buy | Buy | Neutral |
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