Hennessy Cornerstone Large Growth Fund

7250 Redwood Blvd.,Suite 200
Novato , CA, 94945

Rank

Rank Universe

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The quantitatively-driven, repeatable investment process is designed to identify companies exhibiting high levels of profitability that are trading at reasonable valuations.

The process utilizes a proprietary formula known as the Cornerstone Large Growth Formula to seek growth-oriented companies from the S&P Capital IQ Database.

Next, the research team narrows the investa

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Directors

Jan 10, 2024
  • Doug Franklin
  • J. Dennis DeSousa
  • Robert T. Doyle
  • Gerald P. Richardson
  • Neil J. Hennessy
  • Claire E. A. Garvie

Chief Compliance Officer

  • Jennifer Emerson

Fund Manager(s)

Price

  • $11.3 ( +0.14 ) Dec 20, 2024 Last Close
  • Net Assets
  • $142.9M
    Mar 27, 2024
    More
  • 52-Week High/Low
  • $0 - $0
  • Turnover
  • 79%
  • Expense Ratio
  • 1.28%

Documents

Prospectus

Annual Reports

Performance

YTD

6.5%

3 Year

-10.81%

5 Year

0.36%

Best

33.80%

2013

Worst

-27.05%

2022

Alpha

HFLGX Russell 1000

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