2 No-Brainer Dividend Stocks With Yields Over 3 percent to Buy in 2025 and Hold for a Decade or Longer
| HBFBX Fund | USD 11.96 0.02 0.17% |
Slightly above 55% of Hennessy Balanced's investor base is interested to short. The analysis of overall sentiment of trading Hennessy Balanced Fund mutual fund suggests that many investors are impartial at this time. Hennessy Balanced's investing sentiment can be driven by a variety of factors including economic data, Hennessy Balanced's earnings reports, geopolitical events, and overall market trends.
Hennessy |
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Hennessy Balanced Fundamental Analysis
We analyze Hennessy Balanced's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Hennessy Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Hennessy Balanced based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Five Year Return
Five Year Return Comparative Analysis
Hennessy Balanced is currently under evaluation in five year return among similar funds. Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Hennessy Balanced Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Hennessy Balanced mutual fund to make a market-neutral strategy. Peer analysis of Hennessy Balanced could also be used in its relative valuation, which is a method of valuing Hennessy Balanced by comparing valuation metrics with similar companies.
Peers
Hennessy Balanced Related Equities
| HDOGX | Hennessy Total | 0.15 | ||||
| VILLX | Villere Balanced | 0.29 | ||||
| HFCVX | Hennessy Nerstone | 0.33 | ||||
| ICFSX | Icon Financial | 0.99 | ||||
| HFCGX | Hennessy Nerstone | 1.56 |
Other Information on Investing in Hennessy Mutual Fund
Hennessy Balanced 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 Balanced security.
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