Hennessy Cornerstone Large Growth Fd Inv Cl (HFLGX) Research
This fund primarily allocates capital to common shares of substantial companies exhibiting strong growth potential. Its investment decisions are systematically guided by a proprietary quantitative methodology, specifically referred to as the Cornerstone Large Growth Formula. The portfolio maintains a consistent structure, comprising 50 distinct equity holdings, with each position representing an equal 2% of the fund's total assets. Annually, typically during the winter season, the entire universe of potential investments is thoroughly re-evaluated using the Large Growth Formula, leading to a comprehensive rebalancing of the portfolio.
Market snapshot
- Symbol
- HFLGX
- Price
- $12.23
- Day change
- -0.57%
- Market cap
- $138.7M
- 52-week range
- 11.31-12.54
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Wilshire Large Company Value Portfolio (DTLVX)
- Lazard Emerging Markets Core Equity Portfolio Open Shs (ECEOX)
- Glenmede Strategic Equity Portfolio (GTCEX)
- Lazard Developing Markets Equity Pft Open Shs (LDMOX)
- Edgar Lomax Value Fd (LOMAX)
- Lazard US Small-Mid Cap Equity Portfolio Open Shares (LZCOX)
- Manning & Napier Disciplined Value Series Class S (MDFSX)
- Manning & Napier Disciplined Value Series Class I (MNDFX)
Open Hennessy Cornerstone Large Growth Fd Inv Cl (HFLGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.