Hennessy Large Cap Financial Fund Institutional Class (HILFX) Investment Research Dashboard
About Hennessy Large Cap Financial Fund Institutional Class (HILFX) stock analysis
Get live HILFX stock price $34.90, comprehensive Hennessy Large Cap Financial Fund Institutional Class stock analysis, charts, news, sentiment, sector analysis, and expert forecast. Real-time HILFX stock data and investment insights.
Loading chart data...
Hennessy Large Cap Financial Fund Institutional Class (HILFX) Overview
Hennessy Large Cap Financial Fund Institutional Class (HILFX) is a publicly traded company in the Financial Services sector , specifically within the Asset Management industry . As of the latest trading session, HILFX trades at $34.90 with a market capitalization of 83.06M . Over the past 52 weeks, HILFX has traded between $28.71 and $36.53 , with the current price positioned at approximately 7...
Key Takeaways
- Operates in the Financial Services sector (Asset Management)
- Market cap: 83.06M
- Current price: $34.90
- 52-week range: $28.71 - $36.53
- P/E ratio: 17.22
Investment Score
A systematic tri-factor framework (valuation, quality, momentum) using trailing twelve-month fundamentals and current price momentum—aligned with the full investment score dashboard.
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 generate capital appreciation for its investors. It primarily invests in companies listed on U.S. national stock exchanges, but also gains exposure to foreign companies through American Depositary Receipts (ADRs) or similar U.S. dol...
Company Information
- CEO
- Sector
- Financial Services
- Industry
- Asset Management
- 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
✓ Valuation metrics suggest potential value opportunity (P/E: 17.2)
Important Investment Considerations
- ⚠All investments carry risk, including potential loss of principal for Hennessy Large Cap Financial Fund Institutional 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 Large Cap Financial Fund Institutional Class
- ⚠Investors should consider how Hennessy Large Cap Financial Fund Institutional Class fits within their overall portfolio allocation
Market Cap
83.06M
P/E Ratio (TTM)
17.22
Beta
1.17
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.
Related Stocks
Compare HILFX with peer companies:
- Price
- $19.98+0.55% (1D)
- Market cap
- 88.80M
- Price
- $67.56+1.93% (1D)
- Market cap
- 71.91M
- Price
- $4.56-0.87% (1D)
- Market cap
- 91.87M
- Price
- $13.12-2.45% (1D)
- Market cap
- 75.45M
- Price
- $20.81-1.00% (1D)
- Market cap
- 99.46M
- Price
- $9.82+0.61% (1D)
- Market cap
- 109.44M
- Price
- $25.76+0.31% (1D)
- Market cap
- 103.29M
- Price
- $29.75+0.64% (1D)
- Market cap
- 94.41M
- Price
- $65.52+0.15% (1D)
- Market cap
- 80.41M
- Price
- $14.06+0.14% (1D)
- Market cap
- 91.21M
About Financial Services Sector
The Financial Services sector includes companies that provide banking, insurance, investment, and other financial services to consumers and businesses.
Financial Services (1D)
97/100 ⭐⭐⭐⭐⭐
- Overall
- +1.5%
- NYSE
- +2.5%
- NASDAQ
- +0.5%
| Sector | 1D | 1W | 1M | P/E | Score |
|---|---|---|---|---|---|
| Financial Services | +1.5% | +2.5% | +3.6% | 19.1 | 97/100⭐⭐⭐⭐⭐ |
| Consumer Defensive | +2.3% | +4.3% | +3.2% | 30.2 | 81/100⭐⭐⭐⭐⭐ |
| Healthcare | +0.9% | +1.5% | +1.8% | 24.0 | 71/100⭐⭐⭐⭐⭐ |
| Basic Materials | +0.9% | +1.7% | +0.3% | 25.4 | 66/100⭐⭐⭐⭐ |
| Communication Services | +0.4% | -1.6% | +2.0% | 21.9 | 66/100⭐⭐⭐⭐ |
| Energy | +0.3% | -1.3% | -1.7% | 19.5 | 55/100⭐⭐⭐⭐ |
| Real Estate | -1.3% | -0.8% | -3.1% | 29.5 | 43/100⭐⭐⭐ |
| Consumer Cyclical | +0.4% | -1.6% | -5.9% | 42.4 | 23/100⭐ |
| Utilities | -3.8% | -2.8% | -7.1% | 27.0 | 22/100⭐ |
| Industrials | -1.0% | -1.2% | -11.3% | 30.4 | 18/100⭐ |
| Technology | -2.2% | -4.4% | -9.8% | 39.9 | 8/100⭐ |
Sector returns combine NYSE and NASDAQ averages. P/E is the latest blended sector multiple. Sector score ranks each sector vs peers using percentile ranks (not fixed thresholds): 48% 1M + 24% 1W + 8% 1D + 20% P/E (lower P/E ranks higher). Data as of 2026-07-28.