Hennessy Cornerstone Mid Cap 30 Fd Inv Cl (HFMDX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.28: the stock has moved about 28% 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 17, 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 Mid Cap 30 Fd Inv Cl (HFMDX) trades at $24.37. Hennessy Cornerstone Mid Cap 30 Fd Inv Cl is a financial services company specializing in asset management. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for HFMDX: HFMDX 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 Mid Cap 30 Fd Inv Cl (HFMDX) Financial Services Profile
Hennessy Cornerstone Mid Cap 30 Fd Inv Cl is an asset management fund employing a quantitative investment strategy focused on mid-cap growth stocks. The fund utilizes its proprietary 'Mid Cap 30 Formula' to select and equally weight 30 stocks, rebalancing annually to maintain its investment approach within the financial services sector.
What Is the Investment Thesis for HFMDX?
Hennessy Cornerstone Mid Cap 30 Fd Inv Cl presents an investment opportunity centered on its quantitative approach to mid-cap growth stock selection. The fund's strategy of equally weighting 30 stocks and rebalancing annually offers a diversified exposure to the mid-cap market segment. With a market capitalization of $1.23 billion and a beta of 1.28, the fund exhibits moderate market sensitivity. A key value driver is the consistent application of the Mid Cap 30 Formula, which aims to identify companies with strong growth potential. Upcoming annual rebalancing in the fall serves as a catalyst for portfolio adjustments based on the latest market data. However, the absence of dividend payments may deter income-focused investors. The fund's performance is susceptible to market fluctuations and the effectiveness of its quantitative model.
Based on FMP financials and quantitative analysis
HFMDX Key Highlights
Market capitalization of $1.23 billion indicates the fund's size and influence within the mid-cap segment.
- Beta of 1.28 suggests a moderate level of volatility compared to the broader market.
- The fund invests at least 80% of its net assets in mid-cap growth-oriented common stocks, aligning with its stated investment objective.
- The fund purchases 30 stocks weighted equally by dollar amount, with 3.33% of the portfolio's assets invested in each, ensuring diversification.
- Annual rebalancing in the fall allows the fund to adapt to changing market conditions and maintain its investment strategy.
Who Are HFMDX's Competitors?
HFMDX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AOCIX American Century One Choice Portfolio: Conservative Investor Class | $13.93 | +0.22% | $1.05B | — |
| AOOIX American Century One Choice 2045 Portfolio - I Class | $18.86 | +0.37% | $1.24B | — |
| ARCVX American Century One Choice 2030 Ptf Investoc Class | $12.75 | +0.24% | $1.11B | — |
| ARDVX American Century One Choice 2040 Ptf Investor Class | $14.04 | +0.36% | $1.10B | — |
| AROIX American Century One Choice 2045 Portfolio Investor Class | $18.82 | +0.37% | $1.23B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HFMDX's Key Strengths?
Disciplined quantitative investment approach.
- Equal weighting of portfolio holdings for diversification.
- Annual rebalancing to maintain investment strategy.
- Focus on mid-cap growth stocks.
What Are HFMDX's Weaknesses?
Reliance on a single quantitative formula.
- Lack of flexibility in investment decisions.
- Absence of dividend payments.
- Potential for underperformance in certain market conditions.
What Are the Key Risks for HFMDX?
Market volatility impacting fund performance.
- Changes in the regulatory environment affecting asset management.
- Underperformance of the Mid Cap 30 Formula.
- Competition from other asset management firms.
What Are HFMDX's Competitive Advantages?
- Proprietary quantitative investment strategy (Mid Cap 30 Formula).
- Established track record in managing mid-cap growth portfolios.
- Brand recognition within the Hennessy Funds family.
What Does HFMDX Do?
Hennessy Cornerstone Mid Cap 30 Fd Inv Cl is a financial services company operating within the asset management industry. The fund is structured as an investment vehicle that focuses primarily on mid-capitalization growth-oriented common stocks. The fund was created with the objective of providing investors exposure to a select group of mid-cap companies exhibiting growth potential. The fund employs a quantitative methodology known as the Cornerstone Mid Cap 30 Formula to construct and manage its portfolio. This formula drives the selection process, ensuring that the fund maintains its focus on its target investment profile. The fund's investment strategy involves purchasing 30 stocks, each weighted equally by dollar amount, representing 3.33% of the portfolio's assets. This equal weighting approach aims to diversify risk and provide balanced exposure to the selected companies. The Mid Cap 30 Formula is applied annually to re-screen the universe of stocks, ensuring that the portfolio remains aligned with the fund's investment objectives and market conditions. This rebalancing typically occurs in the fall of each year. The fund is based in Novato, California.
What Products and Services Does HFMDX Offer?
- Invests primarily in mid-cap growth-oriented common stocks.
- Utilizes a quantitative formula known as the Cornerstone Mid Cap 30 Formula.
- Purchases 30 stocks weighted equally by dollar amount.
- Allocates 3.33% of the portfolio's assets to each stock.
- Re-screens the universe of stocks annually using the Mid Cap 30 Formula.
- Rebalances the portfolio annually, typically in the fall.
How Does HFMDX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- The fund's profitability is directly correlated to the size of its AUM and the performance of its investments.
- Operational costs include investment research, portfolio management, and administrative expenses.
What Industry Does HFMDX Operate In?
Hennessy Cornerstone Mid Cap 30 Fd Inv Cl operates within the asset management industry, which is characterized by increasing demand for specialized investment strategies. The fund's focus on mid-cap growth stocks positions it within a specific niche of the market. The competitive landscape includes other asset management firms offering similar investment products, such as AOCIX, AOOIX, ARCVX, ARDVX, and AROIX. Market trends include the growing adoption of quantitative investment strategies and the increasing importance of diversification in portfolio construction. The asset management industry is subject to regulatory oversight and market volatility, which can impact fund performance.
Who Are HFMDX's Key Customers?
- Individual investors seeking exposure to mid-cap growth stocks.
- Institutional investors looking for diversified investment strategies.
- 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
HFMDX Financials
Bull Case vs Bear Case
Bull Case
- Disciplined quantitative investment approach.
- Equal weighting of portfolio holdings for diversification.
- Annual rebalancing to maintain investment strategy.
- Focus on mid-cap growth stocks.
Bear Case
- Reliance on a single quantitative formula.
- Lack of flexibility in investment decisions.
- Absence of dividend payments.
- Potential for underperformance in certain market conditions.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
HFMDX Latest News
No recent news available for HFMDX.
HFMDX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for HFMDX.
Price Targets
Wall Street price target analysis for HFMDX.
HFMDX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for HFMDX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Hennessy Cornerstone Mid Cap 30 Fd Inv Cl (HFMDX) — Financials
What are the main risks for HFMDX?
The main risks for Hennessy Cornerstone Mid Cap 30 Fd Inv Cl include market volatility, which can impact the fund's performance and net asset value.
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 based on available information as of 2026-03-17.