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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1007 | 1052 | 1070 | 1379 | 1523 | 2142 |
Fund Return | 0.73% | 5.19% | 7.04% | 11.3% | 8.77% | 7.91% |
Place in category | 1184 | 1196 | 1101 | 163 | 792 | 602 |
% in Category | 93 | 95 | 89 | 17 | 74 | 76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Hennessy Cornerstone Mid Cap 30 Ins | 649.65M | 24.28 | 18.28 | 12.57 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 497.6M | 24.15 | 17.85 | 12.18 | ||
Hennessy Gas Utility Investor | 384.65M | 6.84 | 6.26 | 5.27 | ||
Hennessy Focus Investor | 344.85M | 1.48 | 0.41 | 8.64 | ||
Hennessy Japan Institutional | 345.82M | 14.29 | 0.42 | 8.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.08B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Petroleo Brasileiro Petrobras ADR | US71654V4086 | 3.03 | 13.59 | -1.52% | |
Wells Fargo&Co | US9497461015 | 2.45 | 57.40 | +0.23% | |
JPMorgan | US46625H1005 | 2.45 | 193.78 | +0.06% | |
IBM | US4592001014 | 2.42 | 169.21 | +0.05% | |
Union Pacific | US9078181081 | 2.41 | 222.10 | -0.01% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | BUY | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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