Hennessy Bp Midstream Fund Filter Stocks by Fundamentals
HMSIX Fund | USD 11.70 0.02 0.17% |
Hennessy Bp Midstream fundamentals help investors to digest information that contributes to Hennessy's financial success or failures. It also enables traders to predict the movement of Hennessy Mutual Fund. The fundamental analysis module provides a way to measure Hennessy's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Hennessy mutual fund.
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Fundamental AnalysisView fundamental data based on most recent published financial statements |
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Fund Asset Allocation for Hennessy
The fund invests 99.57% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.43%) .Asset allocation divides Hennessy's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Hennessy Fundamentals
Total Asset | 35.59 M | ||||
Annual Yield | 0.09 % | ||||
Year To Date Return | 12.69 % | ||||
One Year Return | 42.75 % | ||||
Three Year Return | 27.29 % | ||||
Five Year Return | 9.76 % | ||||
Net Asset | 51.38 M | ||||
Minimum Initial Investment | 250 K | ||||
Last Dividend Paid | 0.26 | ||||
Cash Position Weight | 0.43 % | ||||
Equity Positions Weight | 99.57 % |
About Hennessy Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Hennessy Bp Midstream's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Hennessy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Hennessy Bp Midstream based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.Under normal circumstances, the fund invests at least 80 percent of its net assets in midstream energy infrastructure companies. Investments consist primarily of master limited partnerships and common stocks. The fund may also invest in securities such as preferred stocks, warrants, equity-like instruments, and debt instruments. It is non-diversified.
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Try AI Portfolio ArchitectCheck out Hennessy Piotroski F Score and Hennessy Altman Z Score analysis. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
Complementary Tools for Hennessy Mutual Fund analysis
When running Hennessy's price analysis, check to measure Hennessy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Hennessy is operating at the current time. Most of Hennessy's value examination focuses on studying past and present price action to predict the probability of Hennessy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Hennessy's price. Additionally, you may evaluate how the addition of Hennessy to your portfolios can decrease your overall portfolio volatility.
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