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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 | 659.14M | 12.74 | 15.45 | 11.88 | ||
Hennessy Cornerstone Mid Cap 30 Inv | 509.55M | 12.66 | 15.05 | 11.50 | ||
Hennessy Gas Utility Investor | 395.89M | 2.92 | 5.15 | 5.05 | ||
Hennessy Focus Investor | 352.91M | -4.99 | -1.64 | 8.00 | ||
Hennessy Japan Institutional | 346.35M | 9.67 | -0.71 | 8.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.98B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Petroleo Brasileiro Petrobras ADR | US71654V4086 | 3.03 | 15.55 | +1.44% | |
Wells Fargo&Co | US9497461015 | 2.45 | 59.92 | +1.20% | |
JPMorgan | US46625H1005 | 2.45 | 202.63 | +1.66% | |
IBM | US4592001014 | 2.42 | 166.85 | +0.74% | |
Union Pacific | US9078181081 | 2.41 | 232.82 | +1.56% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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