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Hennessy Balanced Fund Investor Class Stock AnalysisComprehensive stock analysis for Hennessy Balanced Fund Investor Class (HBFBX) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisHBFBX
HBFBX
Hennessy Balanced Fund Investor Class
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
HBFBX
Home🔹Stocks🔹Hennessy Balanced Fund Investor Class

Hennessy Balanced Fund Investor Class

HBFBX•NASDAQ

Hennessy Balanced Fund Investor Class

HBFBX•NASDAQ
Market cap
$13.87M
Sentiment

Your view on HBFBX

Mkt Cap
$13.87M
Sentiment
Your view
HBFBX
Hennessy Balanced Fund Investor Class
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
HBFBX
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Hennessy Balanced Fund Investor Class

Industry
Asset Management
Sector
Financial Services
CEO
Not available
Headquarters
US
Industry
Asset Management
Sector
Financial Services
CEO
Not available
Headquarters
US
Description

The fund invests approximately 50% of its assets in roughly equal dollar amounts in the ten highest dividend-yielding Dow Jones Industrial Average ("DJIA") stocks (known as the "Dogs of the Dow"), but limits exposure to market risk and volatility by investing approximately 50% of its assets in U.S. Treasury securities with a maturity of less than one year. It is non-diversified.

Infographics

Visual summary of the business at a glance.

FRC Research

Media

Videos and interviews covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks the stock is worth vs. the current price.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Peer Comparison

Comparables

List of peer companies in the same industry.

Ownership & News

Institutional Ownership

Which funds and firms own the stock.

Insider Trading

Recent buying and selling by company executives.

Senate Trading

U.S. Senator disclosures filed under the STOCK Act.

News

Latest headlines and market coverage.

News

Latest Market News