HBFBX Mutual Fund
HBFBX Mutual Fund
NAV$13.79
AUM$14M
TER1.88%
Holdings17
See how much of HBFBX you already own
HBFBX Mutual Fund
NAV$13.79
Hennessy Balanced Fund Inv
AUM$14M
TER1.88%
Holdings17
See how much of HBFBX you already own
HBFBX Mutual Fund Sector Allocation
HBFBX sector allocation breaks down across Health Care (19.3%), Consumer Staples (9.7%), Consumer Discretionary (7.2%), Information Technology (5.0%), Energy (4.6%). Across 17 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
HBFBX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
HBFBX by country shows geographic exposure. HBFBX overlap reveals how sector exposure compares with other funds.