Hennessy Small Cap Financial Fund (HSFNX) Research
Under typical circumstances, this fund allocates a minimum of 80% of its net assets to securities issued by small-capitalization companies primarily engaged in providing financial services. The fund's managers define a small-cap company as one possessing a market capitalization below $3 billion at the time of purchase. Additionally, the fund limits its exposure to equity-related instruments of any single company to no more than 5% of its total assets, specifically when that company derives over 15% of its revenue from brokerage or investment management activities. This investment vehicle operates on a non-diversified basis.
Market snapshot
- Symbol
- HSFNX
- Price
- $30.30
- Day change
- +0.87%
- Market cap
- $261.5M
- 52-week range
- 24.67-30.95
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Dunham Monthly Distribution Fund (DNMDX)
- Templeton Emerging Markets Fund (EMF)
- Nuveen Small Cap Growth Opportunities Fund (FMPFX)
- Morgan Stanley India Investment Fund, Inc. (IIF)
- Mairs & Power Small Cap Fund (MSCFX)
- Nuveen Small-Cap Value Opportunities Fund (NSCCX)
- RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. (OPP)
- Prospector Opportunity Fund (POPFX)
Open Hennessy Small Cap Financial Fund (HSFNX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.