Hennessy Cornerstone Growth Fund Inv Cl (HFCGX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.09: the stock has moved about 9% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerHennessy Cornerstone Growth Fund Inv Cl (HFCGX) trades at $37.67. Hennessy Cornerstone Growth Fund Inv Cl (HFCGX) is a US-based asset management firm employing a quantitative 'Cornerstone Growth Strategy'. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for HFCGX: HFCGX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Hennessy Cornerstone Growth Fund Inv Cl (HFCGX) Financial Services Profile
Hennessy Cornerstone Growth Fund Inv Cl (HFCGX) employs a quantitative Cornerstone Growth Strategy, investing in equally weighted growth-oriented U.S.-listed stocks, including ADRs. With a $0.29B market cap and a beta of 1.09, the fund re-screens and rebalances its portfolio annually, offering exposure to a diversified basket of growth stocks.
What Is the Investment Thesis for HFCGX?
HFCGX presents a focused investment strategy targeting growth-oriented stocks through its quantitative Cornerstone Growth Strategy. The fund's equal weighting of 50 stocks, each representing 2% of the portfolio, offers diversification. With a beta of 1.09, the fund exhibits market sensitivity. The annual rebalancing in winter maintains alignment with the growth strategy. Key value drivers include the fund's ability to identify and capitalize on growth opportunities within the U.S. stock market. A potential catalyst is the continued adoption of quantitative investment strategies by institutional and retail investors. A risk is the fund's reliance on a specific quantitative model, which may underperform in certain market conditions. The fund's $0.29B market cap positions it as a smaller player in the asset management industry, potentially limiting its access to certain investment opportunities.
Based on FMP financials and quantitative analysis
HFCGX Key Highlights
The fund utilizes the Cornerstone Growth Strategy, a quantitative approach to selecting growth-oriented stocks.
- Portfolio consists of 50 stocks, each equally weighted at 2% of total assets, promoting diversification.
- Annual re-screening and rebalancing of the portfolio, typically in the winter, to maintain alignment with the growth strategy.
- Invests in common stocks listed on U.S. national securities exchanges, including ADRs.
- Market capitalization of $0.29B indicates a smaller fund size within the asset management industry.
Who Are HFCGX's Competitors?
HFCGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AINTX Ariel International Investor | $18.40 | +0.60% | $276M | — |
| BKT BlackRock Income Trust, Inc. | $9.65 | +0.63% | $313M | — |
| FSCCX Nuveen Small Cap Value Fund | $37.15 | +0.98% | $278M | — |
| HYI Western Asset High Yield Defined Opportunity Fund Inc. | $9.78 | -1.11% | $222M | — |
| IRFAX Cohen & Steers International Realty Fund Class A | $8.09 | -0.86% | $216M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HFCGX's Key Strengths?
Disciplined quantitative investment strategy.
- Diversified portfolio of 50 stocks.
- Annual rebalancing to maintain alignment with growth objectives.
What Are HFCGX's Weaknesses?
Reliance on a specific quantitative model.
- Smaller market capitalization compared to larger asset managers.
- Potential for underperformance in certain market conditions.
What Are the Key Risks for HFCGX?
Underperformance of the Cornerstone Growth Strategy in certain market environments.
- Competition from other asset managers offering similar investment strategies.
- Changes in investor sentiment towards growth stocks.
- Regulatory changes impacting the asset management industry.
What Are HFCGX's Competitive Advantages?
- Proprietary quantitative Cornerstone Growth Strategy.
- Disciplined approach to portfolio construction and rebalancing.
- Established track record of managing growth-oriented investments.
What Does HFCGX Do?
Hennessy Cornerstone Growth Fund Inv Cl (HFCGX) operates within the asset management sector, focusing on growth-oriented investments. The fund utilizes a proprietary quantitative formula known as the Cornerstone Growth Strategy to select and manage its portfolio. This strategy involves investing in common stocks listed on U.S. national securities exchanges, including American Depositary Receipts (ADRs), which represent U.S. dollar-denominated securities of foreign issuers. The fund's approach centers around identifying companies with strong growth potential based on specific financial metrics and market characteristics. The fund constructs its portfolio by selecting 50 stocks, each weighted equally by dollar amount, representing 2% of the portfolio's total assets. This equal weighting approach aims to provide diversification and reduce the impact of any single stock's performance on the overall portfolio. The Cornerstone Growth Strategy involves an annual re-screening process, typically conducted in the winter, to reassess the universe of stocks and rebalance the portfolio based on the latest data and market conditions. This annual rebalancing ensures that the portfolio remains aligned with the fund's growth-oriented investment objectives. Headquartered in Nevato, USA, Hennessy Cornerstone Growth Fund Inv Cl offers investors a structured approach to accessing a diversified portfolio of growth stocks. The fund's quantitative strategy and annual rebalancing process are designed to provide consistent exposure to companies with strong growth potential, while mitigating risk through diversification and disciplined portfolio management.
What Products and Services Does HFCGX Offer?
- Invests in growth-oriented common stocks listed on U.S. national securities exchanges.
- Utilizes a quantitative formula known as the Cornerstone Growth Strategy.
- Purchases 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each.
- Re-screens the universe of stocks annually using the Growth Strategy.
- Rebalances the portfolio annually, generally in the winter.
- May invest in ADRs, which are U.S. dollar-denominated securities of foreign issuers listed on U.S. national securities exchanges.
How Does HFCGX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM is influenced by investment performance and net investor inflows.
- The Cornerstone Growth Strategy aims to deliver competitive returns, attracting and retaining investors.
What Industry Does HFCGX Operate In?
HFCGX operates within the competitive asset management industry, which is characterized by a diverse range of investment strategies and fund offerings. The industry is influenced by market trends, investor sentiment, and regulatory changes. Quantitative investment strategies, like the Cornerstone Growth Strategy employed by HFCGX, have gained traction as investors seek systematic approaches to portfolio construction and risk management. The asset management industry is experiencing growth, driven by increasing wealth, aging populations, and the demand for investment solutions to meet retirement and financial goals. HFCGX's focus on growth stocks and its quantitative approach position it within a specific segment of the broader asset management landscape.
Who Are HFCGX's Key Customers?
- Individual investors seeking growth-oriented investment strategies.
- Institutional investors looking for diversified exposure to U.S. equities.
- Financial advisors seeking investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -0.7%.
HFCGX Financials
Bull Case vs Bear Case
Bull Case
- Disciplined quantitative investment strategy.
- Diversified portfolio of 50 stocks.
- Annual rebalancing to maintain alignment with growth objectives.
- Ongoing: Continued adoption of quantitative investment strategies by institutional and retail investors.
Bear Case
- Reliance on a specific quantitative model.
- Smaller market capitalization compared to larger asset managers.
- Potential for underperformance in certain market conditions.
- Potential: Underperformance of the Cornerstone Growth Strategy in certain market environments.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HFCGX Latest News
No recent news available for HFCGX.
HFCGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for HFCGX.
Price Targets
Wall Street price target analysis for HFCGX.
HFCGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for HFCGX; grades run from A+ (80-100) to F (below 30).
Common Questions About HFCGX (Financials)
What do analysts say about HFCGX stock?
Generally, asset management firms are evaluated on their AUM, investment performance, and expense ratios. Key valuation metrics include price-to-earnings (P/E) ratio and price-to-book (P/B) ratio.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Financial data is based on available information and may be subject to change.