Hennessy Large Cap Financial Fund Institutional Class (HILFX) Research
This fund aims to generate capital appreciation for its investors. It primarily invests in companies listed on U.S. national stock exchanges, but also gains exposure to foreign companies through American Depositary Receipts (ADRs) or similar U.S. dollar-denominated securities of non-U.S. issuers that are traded on U.S. exchanges. A core component of its strategy is to commit at least 80% of its total net assets (including any borrowed funds for investment) to large-capitalization companies principally operating within the financial services sector. Notably, this fund is structured as a non-diversified investment.
Market snapshot
- Symbol
- HILFX
- Price
- $33.54
- Day change
- -0.45%
- Market cap
- $79.8M
- 52-week range
- 28.71-36.53
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Ariel Focus Investor (ARFFX)
- ProFunds Consumer Services UltraSector Fund Investor Class (CYPIX)
- The Gabelli Convertible and Income Securities Fund Inc. (GCV)
- Hennessy Midstream Fund Investor Class (HMSFX)
- F/m Investments Large Cap Focused Fund - Investor Class (IAFMX)
- AMG Frontier Small Cap Growth Fund - Class N (MSSVX)
- North Star Dividend Fund Class I (NSDVX)
- SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F (SISAX)
Open Hennessy Large Cap Financial Fund Institutional Class (HILFX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.