Hennessy Nerstone Large Fund Quote
| HILGX Fund | USD 11.86 0.05 0.42% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Hennessy Nerstone is trading at 11.86 as of the 17th of December 2024; that is 0.42 percent down since the beginning of the trading day. The fund's open price was 11.91. Hennessy Nerstone has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 17th of November 2024 and ending today, the 17th of December 2024. Click here to learn more.
The fund invests in growth-oriented common stocks of larger companies by utilizing a quantitative formula known as the Cornerstone Large Growth Formula . It purchases 50 stocks weighted equally by dollar amount, with 2 percent of the portfolios assets invested in each. More on Hennessy Nerstone Large
Moving together with Hennessy Mutual Fund
Hennessy Mutual Fund Highlights
| Fund Concentration | Hennessy Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Hennessy (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Hennessy Nerstone Large [HILGX] is traded in USA and was established 17th of December 2024. Hennessy Nerstone is listed under Hennessy category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Hennessy family. This fund currently has accumulated 137.76 M in assets under management (AUM) with minimum initial investment of 250 K. Hennessy Nerstone Large is currently producing year-to-date (YTD) return of 7.61% with the current yeild of 0.01%, while the total return for the last 3 years was 4.98%.
Check Hennessy Nerstone Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hennessy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hennessy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hennessy Nerstone Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hennessy Nerstone Large Mutual Fund Constituents
| SBUX | Starbucks | Stock | Consumer Discretionary | |
| KSS | Kohls Corp | Stock | Consumer Discretionary | |
| VFC | VF Corporation | Stock | Consumer Discretionary | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| WHR | Whirlpool | Stock | Consumer Discretionary | |
| MRK | Merck Company | Stock | Health Care | |
| GIS | General Mills | Stock | Consumer Staples | |
| TSCO | Tractor Supply | Stock | Consumer Discretionary |
Hennessy Nerstone Large Risk Profiles
| Mean Deviation | 0.6061 | |||
| Semi Deviation | 0.8574 | |||
| Standard Deviation | 0.8411 | |||
| Variance | 0.7075 |
Hennessy Nerstone Against Markets
Other Information on Investing in Hennessy Mutual Fund
Hennessy Nerstone 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 Nerstone security.
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