Hennessy Cornerstone Mid Cap 30 Fd Inv Cl (HFMDX) Research
This fund primarily allocates at least 80% of its capital to common stocks issued by growth-oriented, mid-sized companies. Its investment approach relies on a proprietary quantitative methodology known as the Cornerstone Mid Cap 30 Formula. The portfolio is structured with 30 distinct stock holdings, each receiving an equal dollar allocation, which translates to approximately 3.33% of the total portfolio assets per position. Leveraging this formula, the universe of potential stocks is reassessed, and the fund's holdings are rebalanced annually, typically during the autumn season.
Market snapshot
- Symbol
- HFMDX
- Price
- $27.14
- Day change
- +0.78%
- Market cap
- $1.3B
- 52-week range
- 20.83-27.5
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century One Choice Portfolio: Conservative Investor Class (AOCIX)
- American Century One Choice 2045 Portfolio - I Class (AOOIX)
- American Century One Choice 2030 Ptf Investoc Class (ARCVX)
- American Century One Choice 2040 Ptf Investor Class (ARDVX)
- American Century One Choice 2045 Portfolio Investor Class (AROIX)
- American Century One Choice 2025 Portfolio Investor Class (ARWIX)
- MainStay Epoch U.S. Equity Yield Fd Cl A (EPLPX)
- Glenmede Small Cap Equity Portfolio Class Advisor (GTCSX)
Open Hennessy Cornerstone Mid Cap 30 Fd Inv Cl (HFMDX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.