Hennessy Nerstone Large Fund Quote
| HILGX Fund | USD 11.78 0.03 0.26% |
PerformanceSolid
| Odds Of DistressLow
|
Hennessy Cornerstone is trading at 11.78 as of the 19th of July 2025; that is 0.26 percent up since the beginning of the trading day. The fund's open price was 11.75. Hennessy Cornerstone has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests in growth-oriented common stocks of larger companies by utilizing a quantitative formula known as the Cornerstone Large Growth Formula . It purchases 50 stocks weighted equally by dollar amount, with 2 percent of the portfolios assets invested in each. More on Hennessy Nerstone Large
Moving together with Hennessy Mutual Fund
Hennessy Mutual Fund Highlights
| Fund Concentration | Hennessy Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Hennessy (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Hennessy Nerstone Large [HILGX] is traded in USA and was established 19th of July 2025. Hennessy Cornerstone is listed under Hennessy category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Hennessy family. This fund currently has accumulated 137.76 M in assets under management (AUM) with minimum initial investment of 250 K. Hennessy Nerstone Large is currently producing year-to-date (YTD) return of 5.76% with the current yeild of 0.01%, while the total return for the last 3 years was 13.65%.
Check Hennessy Cornerstone Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hennessy Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hennessy Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hennessy Nerstone Large Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hennessy Nerstone Large Mutual Fund Constituents
| NOC | Northrop Grumman | Stock | Industrials | |
| DHI | DR Horton | Stock | Consumer Discretionary | |
| EMN | Eastman Chemical | Stock | Materials | |
| TGT | Target | Stock | Consumer Staples | |
| TROW | T Rowe Price | Stock | Financials | |
| NVR | NVR Inc | Stock | Consumer Discretionary | |
| HPQ | HP Inc | Stock | Information Technology | |
| CAT | Caterpillar | Stock | Industrials |
Hennessy Nerstone Large Risk Profiles
| Mean Deviation | 0.6478 | |||
| Semi Deviation | 0.6518 | |||
| Standard Deviation | 0.8565 | |||
| Variance | 0.7335 |
Hennessy Cornerstone Against Markets
Other Information on Investing in Hennessy Mutual Fund
Hennessy Cornerstone financial ratios help investors to determine whether Hennessy Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hennessy with respect to the benefits of owning Hennessy Cornerstone security.
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