Hennessy Cornerstone Value Fd Inv Cl (HFCVX) Research
This fund primarily invests in substantial, dividend-paying common stocks, utilizing a systematic quantitative framework known as the Cornerstone Value Strategy. It establishes a portfolio comprising exactly 50 different stocks, with each holding receiving an equal dollar weighting of 2% of the total assets. The investment universe is rigorously re-evaluated according to the Value Strategy, and the portfolio is subsequently rebalanced on an annual cycle, typically occurring during the winter.
Market snapshot
- Symbol
- HFCVX
- Price
- $24.76
- Day change
- -0.64%
- Market cap
- $331.0M
- 52-week range
- 21.79-25.65
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century Investments One Choice Portfolio: Very Aggressive Investor Class (AOVIX)
- AB Select US Equity Portfolio (AUUCX)
- BlackRock Fds, All-Cap Energy & Resources Ptf Investor A Class (BACAX)
- Cambiar Opportunity Portfolio (CAMOX)
- Manning & Napier Fd, Inc. Pro-Blend Moderate Term Srs Cl S (EXBAX)
- Hennessy Cornerstone Large Growth Fd Inv Cl (HFLGX)
- Lazard Emerging Markets Equity Advantage Portfolio Open Shares (LEAOX)
- Matthews Asia Innovators Institutional (MITEX)
Open Hennessy Cornerstone Value Fd Inv Cl (HFCVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.