Hennessy Balanced Fund Investor Class (HBFBX) Research
This fund employs a two-pronged investment strategy. Approximately half of its capital is allocated to an equally weighted portfolio of the ten top dividend-yielding stocks from the Dow Jones Industrial Average (DJIA), a strategy commonly referred to as the "Dogs of the Dow." To temper market risk and volatility, the remaining 50% of the fund's assets are invested in U.S. Treasury securities that mature in under one year. It operates as a non-diversified fund.
Market snapshot
- Symbol
- HBFBX
- Price
- $13.24
- Day change
- -0.38%
- Market cap
- $13.8M
- 52-week range
- 12.04-13.47
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Innovator Emerging Markets 10 Buffer ETF (EBUF)
- Ashmore Emerging Markets Active Equity Fund - Class A (EMQAX)
- Ashmore Emerging Markets Active Equity Fund - Institutional Class (EMQIX)
- First Trust/Confluence Small Cap Value Fund (FOVAX)
- Glenmede Women in Leadership US Eq (GWILX)
- Hennessy Energy Transition Fund Investor Class (HNRGX)
- Rydex Russell 2000 H (RYRHX)
- iShares S&P 500 3% Capped ETF (TOPC)
Open Hennessy Balanced Fund Investor Class (HBFBX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.