HJSIX Mutual Fund

HJSIX Mutual Fund

NAV$22.73
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Fund Essentials - as of Apr 30, 2026

Net Assets
$101M
Expense Ratio
1.11%
Dividend Yield (Current)
11.91%
Holdings
61
Inception Date
Jun 15, 2015
Fund Family
Hennessy Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+14.91%
1 Year+26.70%
3 Year+19.88%
5 Year+8.53%
10 Year+10.70%

Asset Allocation

Cash: 100.00%
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Top Holdings

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TickerNameWeight
FGXXXFirst American Government Obligations Fund2.55%
Top 10 Concentration: 2.55%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
11.91%
Frequency
Annually
Latest Distribution
$0.09
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

HJSIX Mutual Fund Overview

HJSIX Mutual Fund (Hennessy Japan Small Cap Fund Institutional Class) is managed by Hennessy Funds with $101.5M in net assets. HJSIX expense ratio is 1.11%, holding 61 positions across sectors including Financials. Inception date: 2015-06-15.

HJSIX performance shows a YTD return of 14.91%. The 1-year return is 26.70% and the 5-year return is 8.53%. HJSIX dividend yield stands at 11.91%, paid annually.

HJSIX top holdings include First American Government Obligations Fund (2.5%). Go to all HJSIX holdings, HJSIX sectors, or HJSIX dividends.

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