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HFCIX Hennessy Focus Institutional

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Fund HFCIX Hennessy Focus Institutional JAENX Janus Enterprise T  
100% 85%
Annual Fees
(1.12% Exp. Ratio)
(0.92% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$36,789.59 $39,088.70
Est. savings over 30 yrs +$2,299.10
As of 12/31/16
1 YR RETURN 7.55%
3 YR 7.08%
5 YR 14.28%
10 YR 8.80%
1 YR RETURN 11.90%
3 YR 8.97%
5 YR 14.73%
10 YR 9.28%
The investment seeks capital appreciation. The fund invests primarily in U.S. securities. In addition, it may invest in foreign companies traded in the U.S. on a national securities exchange or national securities association, including American Depositary Receipts, and foreign companies traded on a foreign exchange. Investments will consist primarily of common stocks, but may include preferred stocks, warrants, options, equity-like instruments and debt instruments. The Portfolio Managers invest in the stocks of companies of any size without regard to market capitalization. The fund is non-diversified.
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in common stocks selected for their growth potential, and normally invests at least 50% of its equity assets in medium-sized companies. Medium-sized companies are those whose market capitalization falls within the range of companies in the Russell Midcap® Growth Index. Market capitalization is a commonly used measure of the size and value of a company. It may also invest in foreign securities, which may include investments in emerging markets.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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