HSFNX Mutual Fund
HSFNX Mutual Fund
Hennessy Small Cap Financial Fund Investor Class

HSFNX Mutual Fund Overview
HSFNX Mutual Fund (Hennessy Small Cap Financial Fund Investor Class) is managed by Hennessy Funds with $69.1M in net assets. HSFNX expense ratio is 1.65%, holding 29 positions across sectors including Financials, Unknown. Inception date: 1997-01-03.
HSFNX performance shows a YTD return of 15.37%. The 1-year return is 42.53% and the 5-year return is 9.58%. HSFNX dividend yield stands at 9.48%, paid annually.
HSFNX top holdings include Banc Of California Inc (5.7%), Provident Financial Services Inc (5.5%), Columbia Banking System Inc Common Stock (5.4%), Nb Bancorp Inc (5.3%), Eagle Bancorp Inc (5.3%). View all HSFNX holdings, sector breakdown, or dividend history.
HSFNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. HSFNX alternatives are available via the screener, along with tax-loss harvesting opportunities.