Hennessy Balanced Fund Investor Class
Limited financial coverage for HBFBX.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
About the company
This fund employs a two-pronged investment strategy. Approximately half of its capital is allocated to an equally weighted portfolio of the ten top dividend-yielding stocks from the Dow Jones Industrial Average (DJIA), a strategy commonly referred to as the "Dogs of the Dow. " To temper market risk and volatility, the remaining 50% of the fund's assets are invested in U.
- IPO
- 1996
- HQ
- Novato, CA, US
Price Chart
- Market Cap
- $13.82M
- Div Yield
- 1.66%
- 52W High
- $13.51
- 52W Low
- $12.04
- 50D MA
- $13.21
- 200D MA
- $12.86
- Beta
- 0.48
- Avg Volume
- 0
Get TickerSpark's AI analysis on HBFBX
Create an account to generate AI analysis on any ticker — technical setup, analyst consensus, earnings watch, insider pulse, financial health, and peer context. Ready in about a minute.
Get Pro Access →Already have an account? Log in
Our HBFBX coverage
Recent articles, reports, and earnings notes.
No research on HBFBX yet
For a full analyst-grade research report — grades, price targets, financials, chart analysis — generate one on demand.
Generate HBFBX report →Similar companies
Peers in the same neighborhood.