HBFBX Mutual Fund
NAV$12.95
AUM$14M
TER1.82%
Holdings17
HBFBX Mutual Fund
NAV$12.95
Hennessy Balanced Fund Inv
AUM$14M
TER1.82%
Holdings17

✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
Unlock Sector Analysis
See detailed sector breakdown, concentration levels, and industry allocation
Unlock Now →
HBFBX Mutual Fund Sector Allocation
HBFBX sector allocation breaks down across Financials (36.9%), Health Care (17.7%), Other (14.1%), Information Technology (10.1%), Consumer Staples (8.4%). Across 17 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
HBFBX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.
HBFBX geographic allocation shows country exposure. HBFBX overlap calculator reveals how sector exposure compares with other funds.