Hennessy Equity And Fund Quote

HEIFX Fund  USD 14.12  0.02  0.14%   

Performance

Insignificant

 
Weak
 
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Odds Of Distress

Low

 
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Low
Hennessy Equity is trading at 14.12 as of the 20th of March 2025; that is 0.14 percent down since the beginning of the trading day. The fund's open price was 14.14. Hennessy Equity has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The investment seeks long-term capital growth and current income. Hennessy Equity is traded on NASDAQ Exchange in the United States. More on Hennessy Equity And

Moving together with Hennessy Mutual Fund

  0.72BALFX American BalancedPairCorr

Hennessy Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Hennessy (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Hennessy Equity And [HEIFX] is traded in USA and was established 20th of March 2025. The fund is listed under Allocation--50% to 70% Equity category and is part of Hennessy family. This fund currently has accumulated 81.4 M in assets under management (AUM) with minimum initial investment of 2.5 K. Hennessy Equity And is currently producing year-to-date (YTD) return of 1.01% with the current yeild of 0.01%, while the total return for the last 3 years was 5.32%.
Check Hennessy Equity Probability Of Bankruptcy

Instrument Allocation

Top Hennessy Equity And Mutual Fund Constituents

PGRProgressive CorpStockFinancials
CCLCarnivalStockConsumer Discretionary
APDAir Products andStockMaterials
WFCWells FargoStockFinancials
VVisa Class AStockFinancials
TXNTexas Instruments IncorporatedStockInformation Technology
SCHWCharles Schwab CorpStockFinancials
ORLYOReilly AutomotiveStockConsumer Discretionary
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Hennessy Equity And Risk Profiles

Hennessy Equity Against Markets

Other Information on Investing in Hennessy Mutual Fund

Hennessy Equity financial ratios help investors to determine whether Hennessy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hennessy with respect to the benefits of owning Hennessy Equity security.
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