HFCSX Mutual Fund

HFCSX Mutual Fund (Hennessy Focus Fund Investor Class) is managed by Hennessy Funds with $324.4M in net assets. HFCSX expense ratio is 1.48%, holding 24 positions across sectors including Financials, Communication Services, Consumer Discretionary. Inception date: 1997-01-03.

HFCSX performance shows a YTD return of 8.72%. The 1-year return is 67.31% and the 5-year return is 30.50%. HFCSX dividend yield stands at 43.39%, paid annually.

HFCSX top holdings include Ast Spacemobile Inc Class A (16.9%), Sunbelt Rentals Holdings Inc Common Stock Usd.01 (8.9%), Applied Materials, Inc. (8.6%), Brookfield Corp (8.0%), Oreilly Automotive Inc (5.8%). Go to all HFCSX holdings, HFCSX sectors, or HFCSX dividends.

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