Hennessy Cornerstone Large Growth Fd Inv Cl (HFLGX) Fund Overview
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Beta 0.94: the stock has moved about 6% less 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 Large Growth Fd Inv Cl (HFLGX) trades at $13.03. Hennessy Cornerstone Large Growth Fund Inv Cl (HFLGX) is a financial services company specializing in asset management. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for HFLGX: HFLGX 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 Large Growth Fd Inv Cl (HFLGX) Financial Services Profile
Hennessy Cornerstone Large Growth Fund Inv Cl (HFLGX) is an asset management firm employing a quantitative, growth-oriented investment strategy focused on large-cap stocks. The fund utilizes its proprietary Cornerstone Large Growth Formula to select and maintain a portfolio of 50 equally weighted stocks, rebalanced annually.
What Is the Investment Thesis for HFLGX?
HFLGX presents an investment opportunity for those seeking exposure to large-cap growth stocks through a quantitative investment strategy. The fund's Cornerstone Large Growth Formula aims to identify companies with strong growth potential. The equal weighting of the 50 stocks provides diversification. The annual rebalancing ensures that the portfolio remains aligned with the investment strategy. With a beta of 0.94, the fund exhibits slightly lower volatility than the overall market. However, the absence of a dividend yield may deter income-focused investors. The fund's performance is dependent on the effectiveness of its Large Growth Formula and its ability to adapt to changing market conditions. The fund's market cap is $0.14 billion.
Based on FMP financials and quantitative analysis
HFLGX Key Highlights
The fund invests in growth-oriented common stocks of larger companies.
- The fund utilizes a quantitative formula known as the Cornerstone Large Growth Formula.
- The fund purchases 50 stocks weighted equally by dollar amount, with 2% of the portfolio's assets invested in each.
- The Large Growth Formula is used to re-screen the universe of stocks and the portfolio is rebalanced annually, generally in the winter.
- The fund has a beta of 0.94, indicating slightly lower volatility than the market.
Who Are HFLGX's Competitors?
HFLGX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| DTLVX Wilshire Large Company Value Portfolio | $25.21 | +0.40% | $178M | — |
| ECEOX Lazard Emerging Markets Core Equity Portfolio Open Shs | $13.10 | +0.56% | $121M | — |
| GTCEX Glenmede Strategic Equity Portfolio | $26.27 | +0.46% | $101M | — |
| LDMOX Lazard Developing Markets Equity Pft Open Shs | $22.87 | +1.51% | $135M | — |
| LOMAX Edgar Lomax Value Fd | $18.05 | +0.17% | $117M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 49 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 67 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 55 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HFLGX's Key Strengths?
Quantitative investment approach provides discipline and consistency.
- Equal weighting strategy reduces concentration risk.
- Focus on large-cap growth stocks offers exposure to established companies.
- Annual rebalancing ensures portfolio alignment with investment strategy.
What Are HFLGX's Weaknesses?
Reliance on a single quantitative formula may limit flexibility.
- Absence of dividend yield may deter income-focused investors.
- Performance is dependent on the effectiveness of the Large Growth Formula.
- Vulnerable to market downturns affecting growth stocks.
What Are the Key Risks for HFLGX?
Market volatility affecting growth stocks and fund performance.
- Underperformance of the Cornerstone Large Growth Formula compared to other investment strategies.
- Competition from other asset management firms offering similar investment products.
- Changes in investor sentiment towards growth stocks.
What Threats Does HFLGX Face?
- Increased competition from other asset management firms.
- Changes in market conditions affecting growth stocks.
- Regulatory changes impacting the asset management industry.
- Economic downturns reducing investor capital.
What Are HFLGX's Competitive Advantages?
- Proprietary Cornerstone Large Growth Formula: The fund's quantitative investment approach provides a systematic and disciplined way to select stocks.
- Equal weighting strategy: The equal weighting of stocks reduces the impact of any single stock's performance.
- Established track record: The fund has a history of managing assets and delivering returns to investors.
What Does HFLGX Do?
Hennessy Cornerstone Large Growth Fund Inv Cl (HFLGX) is a financial services company focused on asset management. It operates as an investment fund that invests in growth-oriented common stocks of larger companies. The fund utilizes a quantitative investment approach known as the Cornerstone Large Growth Formula. This formula drives the selection and weighting of the fund's holdings. The fund's investment strategy involves purchasing 50 stocks, each weighted equally at 2% of the portfolio's assets. This equal weighting aims to provide diversification and reduce the impact of any single stock's performance on the overall portfolio. The Large Growth Formula is used to re-screen the universe of stocks annually, and the portfolio is rebalanced, typically during the winter months. This annual rebalancing ensures that the portfolio remains aligned with the fund's investment strategy and objectives. HFLGX is designed for investors seeking exposure to growth stocks within the large-cap segment of the market, using a systematic and rules-based approach.
What Products and Services Does HFLGX Offer?
- Invests in growth-oriented common stocks of larger companies.
- Utilizes a quantitative formula known as the Cornerstone Large Growth Formula.
- Purchases 50 stocks weighted equally by dollar amount.
- Invests 2% of the portfolio's assets in each stock.
- Re-screens the universe of stocks annually using the Large Growth Formula.
- Rebalances the portfolio annually, generally in the winter.
How Does HFLGX Make Money?
- HFLGX generates revenue through management fees charged as a percentage of assets under management (AUM).
- The fund's profitability is directly tied to its ability to attract and retain investor capital.
- The Cornerstone Large Growth Formula is a key component of its value proposition, driving investment decisions.
What Industry Does HFLGX Operate In?
HFLGX operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, market volatility, and regulatory changes. Trends include the increasing adoption of passive investment strategies, the growing importance of ESG (environmental, social, and governance) factors, and the rise of fintech solutions. HFLGX competes with other asset management firms, including DTLVX (Deutsche Large Cap Value Instl), ECEOX (Emporia Capital Enhanced Opps Cl C), GTCEX (Gateway Core Equity Fund Investor Class), LDMOX (Legg Mason Batterymarch Opport Tr), and LOMAX (Lord Abbett Micro Cap Growth Fund Class A), all vying for investor capital in the large-cap growth space.
Who Are HFLGX's Key Customers?
- Individual investors seeking growth-oriented investment strategies.
- Institutional investors, such as pension funds and endowments.
- Financial advisors and wealth managers 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
HFLGX Financials
Bull Case vs Bear Case
Bull Case
- Quantitative investment approach provides discipline and consistency.
- Equal weighting strategy reduces concentration risk.
- Focus on large-cap growth stocks offers exposure to established companies.
- Annual rebalancing ensures portfolio alignment with investment strategy.
Bear Case
- Reliance on a single quantitative formula may limit flexibility.
- Absence of dividend yield may deter income-focused investors.
- Performance is dependent on the effectiveness of the Large Growth Formula.
- Vulnerable to market downturns affecting growth stocks.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HFLGX Latest News
No recent news available for HFLGX.
HFLGX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for HFLGX.
Price Targets
Wall Street price target analysis for HFLGX.
HFLGX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for HFLGX; grades run from A+ (80-100) to F (below 30).
Hennessy Cornerstone Large Growth Fd Inv Cl Financials Stock: Key Questions Answered
What does Hennessy Cornerstone Large Growth Fd Inv Cl do?
Hennessy Cornerstone Large Growth Fd Inv Cl is an investment fund that focuses on growth-oriented common stocks of larger companies. It employs a quantitative investment strategy based on the Cornerstone Large Growth Formula. This formula is used to select 50 stocks, each weighted equally at 2% of the portfolio's assets.
How sensitive is HFLGX to interest rate changes?
As an asset management fund investing in growth stocks, HFLGX's sensitivity to interest rate changes is indirect but still relevant. This can lead to a decline in stock prices and, consequently, the fund's performance.
How does Hennessy Cornerstone Large Growth Fd Inv Cl make money in financial services?
Hennessy Cornerstone Large Growth Fd Inv Cl generates revenue primarily through management fees. These fees are calculated as a percentage of the fund's assets under management (AUM). The higher the AUM, the more revenue the fund generates.
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.
- The information provided is based on available data and may be subject to change.