Hennessy Large is trading at 34.08 as of the 5th of January 2026; that is 1.19 percent up since the beginning of the trading day. The fund's open price was 33.68. Hennessy Large has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 6th of December 2025 and ending today, the 5th of January 2026. Click here to learn more.
The fund invests primarily in companies whose securities are listed on U.S. national securities exchanges, including through American Depositary Receipts , which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges. More on Hennessy Large Cap
Hennessy Large Cap [HILFX] is traded in USA and was established 5th of January 2026. Hennessy Large is listed under Hennessy category by Fama And French industry classification. The fund is listed under Financial category and is part of Hennessy family. This fund currently has accumulated 31.27 M in assets under management (AUM) with minimum initial investment of 250 K. Hennessy Large Cap is currently producing year-to-date (YTD) return of 15.71% with the current yeild of 0.01%, while the total return for the last 3 years was 12.98%.
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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 Large Cap 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.
Other Information on Investing in Hennessy Mutual Fund
Hennessy Large 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 Large security.