About HILGX
Hennessy Cornerstone Large Growth Fund Institutional Class is a quantitatively managed mutual fund focused on large, growth-oriented U.S. companies. The fund applies a formula-driven investment process to select 50 domestic common stocks that meet specific criteria, including above-average market capitalization, attractive price-to-cash flow ratios, positive total capital, and the highest one-year return on total capital. This systematic approach aims to identify firms with strong profitability, emphasizing those trading at reasonable valuations. The portfolio is relatively concentrated, with notable allocations to sectors such as industrials, consumer staples, consumer discretionary, information technology, and energy. The fund’s strategy results in a distinct sector profile compared to broader market indices, featuring significant overweights in industrials and consumer staples while underweighting information technology and financials. Managed by an experienced team, the fund seeks to provide consistent exposure to high-quality growth names within the large-cap space. With an inception date of March 2009, it serves investors seeking a disciplined, rules-based approach to large-cap growth investing, underpinning its role as a specialty investment vehicle within diversified portfolios.
Fund Family Hennessy
Category Mid-Cap Value
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HILGX
Share Class Institutional Class
Index Russell 1000 TR USD
HILGX had a total return of 20.48% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.98%.
