HEIFX Stock: Hennessy Equity and Income Fund Investor Class Stock Price, Analysis & Insights
Get live HEIFX stock price $13.96, comprehensive Hennessy Equity and Income Fund Investor Class stock analysis, charts, news, and expert forecast. Real-time HEIFX stock data and investment insights.
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Hennessy Equity and Income Fund Investor Class (HEIFX) Overview
Hennessy Equity and Income Fund Investor Class (HEIFX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management - Income industry . As of the latest trading session, HEIFX trades at $13.96 with a market capitalization of 220.07M . Over the past 52 weeks, HEIFX has traded between $13.13 and $14.84 , with the current price positioned at approximatel...
Key Takeaways
- Operates in the Financial Services sector (Asset Management - Income)
- Market cap: 220.07M
- Current price: $13.96
- 52-week range: $13.13 - $14.84
- P/E ratio: 23.59
Investment Score
A systematic tri-factor framework that integrates valuation, business quality, and market momentum into one investment signal. This helps investors triage opportunities faster, while surfacing risk regimes that may require tighter position sizing or deeper due diligence.
Score unavailable for this asset.
0-39
Defensive posture
40-54
Mixed / wait for confirmation
55-69
Constructive setup
70-100
Attractive zone
Total Score
Value
Cheapness vs fundamentals and cash generation
Quality
Durability of profitability and balance sheet
Momentum
Price trend strength and persistence
Company Overview
This fund aims to achieve both sustained capital appreciation and a consistent stream of income. Its primary objective is to deliver these returns while striving to minimize fluctuations in value. To accomplish this, the portfolio allocates a maximum...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management - Income
- Employees
- N/A
Contact Information
- Address
- 7250 Redwood Boulevard
- Country
- US
Investment Analysis & Business Insights
Investment Highlights
✓ Strong presence in the Financial Services sector with established market position
✓ Listed on major US exchange (NASDAQ) providing liquidity and transparency
✓ Growth-oriented company with premium valuation (P/E: 23.6)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Hennessy Equity and Income Fund Investor Class shareholders
- ⚠Market volatility can significantly impact stock price, especially for smaller companies
- ⚠Sector-specific risks in Financial Services may affect company performance
- ⚠Past performance does not guarantee future results for Hennessy Equity and Income Fund Investor Class
- ⚠Investors should consider how Hennessy Equity and Income Fund Investor Class fits within their overall portfolio allocation
Market Cap
220.07M
P/E Ratio (TTM)
23.59
Beta
0.88
Data Sources & Methodology
Financial data on this page is sourced from verified SEC EDGAR filings (10-K, 10-Q, 8-K reports), real-time market data providers, and official company disclosures. All analysis is generated using AI models trained exclusively on reliable financial documents. For detailed information about our data sources and methodology, see our Methodology page.Not investment advice.
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About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.