HSFNX Mutual Fund

HSFNX Mutual Fund (Hennessy Small Cap Financial Fund Investor Class) is managed by Hennessy Funds with $72.1M in net assets. HSFNX expense ratio is 1.65%, holding 27 positions across sectors including Financials. Inception date: 1997-01-03.

HSFNX performance shows a YTD return of 15.77%. The 1-year return is 33.80% and the 5-year return is 8.70%. HSFNX dividend yield stands at 9.50%, paid annually.

HSFNX top holdings include Connectone Bancorp Inc (5.7%), Provident Financial Services Inc (5.6%), Oceanfirst Financial Corp. Com (5.1%), Hingham Institution For Savings (5.1%), Banc Of California Inc (5.0%). Go to all HSFNX holdings, HSFNX sectors, or HSFNX dividends.

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