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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 950 | 975 | 1081 | 952 | 1344 | 2160 |
Fund Return | -4.99% | -2.49% | 8.1% | -1.64% | 6.09% | 8% |
Place in category | 438 | 439 | 392 | 355 | 329 | 141 |
% in Category | 100 | 100 | 91 | 93 | 91 | 65 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 638.25M | 12.74 | 15.45 | 11.88 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 486.66M | 12.66 | 15.05 | 11.50 | ||
Hennessy Gas Utility Investor | 398.52M | 2.92 | 5.15 | 5.05 | ||
Hennessy Japan Institutional | 338.92M | 9.67 | -0.71 | 8.84 | ||
Hennessy Focus Institutional | 293.35M | -4.87 | -1.27 | 8.40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Mid Cap Index Adm | 58.11B | 2.73 | 2.39 | 9.44 | ||
Fidelity Extended Market Index Ins | 36.56B | 0.06 | -2.61 | 8.55 | ||
Fidelity Mid Cap Index Fund Institu | 33.44B | 2.74 | 2.41 | 9.40 | ||
Vanguard Extended Market Index Inst | 29.08B | 0.07 | -2.58 | - | ||
Vanguard Extended Market Idx Adm | 23.06B | 0.05 | -2.62 | 8.54 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ashtead Group | GB0000536739 | 7.19 | 5,716.0 | -0.94% | |
CarMax Inc | - | 7.09 | - | - | |
Markel Group Inc | - | 6.98 | - | - | |
O'Reilly Automotive Inc | - | 6.95 | - | - | |
Brookfield Corp Registered Shs -A- Limited Vtg | - | 6.91 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Strong Buy | BUY | Strong Sell |
Summary | Buy | Neutral | Strong Sell |
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