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HICGX Hennessy Cornerstone Growth Inst

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Fund HICGX Hennessy Cornerstone Growth Inst KNOW Direxion All Cap Insider Sentiment ETF  
100% 86%
Annual Fees
(1.00% Exp. Ratio)
(0.65% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.72% annual return
$39,293.89 $43,682.28
Est. savings over 30 yrs +$4,388.39
As of 9/30/16
1 YR RETURN 4.21%
3 YR 9.77%
5 YR 19.34%
10 YR 3.57%
1 YR RETURN 13.61%
3 YR 12.92%
5 YR --
10 YR --
The investment seeks long-term growth of capital. The fund invests in growth-oriented common stocks by utilizing a highly disciplined, quantitative formula known as the Cornerstone Growth Strategy® (the "Growth Strategy"). It purchases 50 stocks as dictated by the Growth Strategy, weighted equally by dollar amount, with 2% of the portfolio's assets invested in each. Using the Growth Strategy, the universe of stocks is re-screened and the portfolio is rebalanced annually, generally in the winter. Stocks meeting the Growth Strategy's criteria not currently in the portfolio are purchased, and stocks that no longer meet the criteria are sold.
The investment seeks investment results before fees and expenses that track the Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index. The fund, under normal circumstances, invests at least 80% of its assets in the equity securities that comprise the Sabrient Multi-Cap Insider/Analyst Quant-Weighted Index. The index is composed of 100 stocks selected from the S&P 1500® by Sabrient Systems LLC using a quantitative methodology. It is non-diversified.

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