HFCIX Mutual Fund

HFCIX Mutual Fund (Hennessy Focus Fund Institutional Class) is managed by Hennessy Funds with $122.2M in net assets. HFCIX expense ratio is 1.10%, holding 24 positions across sectors including Financials, Consumer Discretionary, Communication Services. Inception date: 2008-05-30.

HFCIX performance shows a YTD return of -8.44%. The 1-year return is 3.36% and the 5-year return is 6.25%.

HFCIX top holdings include Ast Spacemobile Inc Class A (15.7%), Applied Materials, Inc. (13.1%), Sunbelt Rentals (10.2%), Brookfield Corp (7.6%), Markel Group Inc (6.0%). Go to all HFCIX holdings, HFCIX sectors, or HFCIX dividends.

HFCIX can be compared against other funds. Use HFCIX overlap to find shared positions, or HFCIX vs another fund for a side-by-side view. HFCIX alternatives are available via the screener, along with tax-loss harvesting opportunities.