- What are the top holdings of HFMDX?
- Hennessy Cornerstone Mid Cap 30 Fd Inv Cl holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does HFMDX have?
- HFMDX holds — positions as reported by the fund's most recent disclosure.
- What sectors does HFMDX invest in?
- Hennessy Cornerstone Mid Cap 30 Fd Inv Cl (HFMDX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is HFMDX most exposed to?
- HFMDX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is HFMDX a US-only fund?
- The country allocation card on this page shows HFMDX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does HFMDX invest in?
- This fund primarily allocates at least 80% of its capital to common stocks issued by growth-oriented, mid-sized companies. Its investment approach relies on a proprietary quantitative methodology known as the Cornerstone Mid Cap 30 Formula. The portfolio is structured with 30 distinct stock holdings, each receiving an equal dollar allocation, which translates to approximately 3.33% of the total portfolio assets per position. Leveraging this formula, the universe of potential stocks is reassessed, and the fund's holdings are rebalanced annually, typically during the autumn season.
