Hennessy Small Cap Fund Quote

HISFX Fund  USD 16.25  0.05  0.31%   

Performance

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Weak
 
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Odds Of Distress

Low

 
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Low
Hennessy Small is trading at 16.25 as of the 28th of September 2025; that is 0.31 percent up since the beginning of the trading day. The fund's open price was 16.2. Hennessy Small 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 9th of October 2023 and ending today, the 28th of September 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in securities of small-cap companies principally engaged in the business of providing financial services. The funds manager considers a small-cap company to be one that has a market capitalization of less than 3 billion, measured at the time of purchase. More on Hennessy Small Cap

Moving together with Hennessy Mutual Fund

  0.9HICGX Hennessy Nerstone GrowthPairCorr
  0.92HICVX Hennessy Nerstone ValuePairCorr
  0.89HIMDX Hennessy Nerstone MidPairCorr
  0.76HILFX Hennessy Large CapPairCorr
  0.9HILGX Hennessy Nerstone LargePairCorr

Moving against Hennessy Mutual Fund

  0.49HMSFX Hennessy Bp MidstreamPairCorr
  0.48HMSIX Hennessy Bp MidstreamPairCorr

Hennessy Mutual Fund Highlights

Fund ConcentrationHennessy Funds, Large Funds, Financial Funds, Financial, Hennessy, Large, Financial (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Hennessy Small Cap [HISFX] is traded in USA and was established 28th of September 2025. Hennessy Small 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 68.27 M in assets under management (AUM) with minimum initial investment of 250 K. Hennessy Small Cap is currently producing year-to-date (YTD) return of 3.17% with the current yeild of 0.03%, while the total return for the last 3 years was 7.22%.
Check Hennessy Small Probability Of Bankruptcy

Instrument Allocation

Top Hennessy Small Cap Mutual Fund Constituents

AUBAtlantic Union BanksharesStockFinancials
BHLBBerkshire Hills BancorpStockFinancials
HWCHancock Whitney CorpStockFinancials
EGBNEagle BancorpStockFinancials
FFICFlushing FinancialStockFinancials
HIFSHingham Institution forStockFinancials
WBSWebster FinancialStockFinancials
PFSIPennyMac Finl SvcsStockFinancials
More Details

Hennessy Small Cap Risk Profiles

Hennessy Small Against Markets

Other Information on Investing in Hennessy Mutual Fund

Hennessy Small 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 Small security.
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