NasdaqGM - Delayed Quote USD

Hennessy Gas Utility Fund Insti (0P00019H7Z)

23.20 -0.06 (-0.26%)
At close: April 5 at 4:00:00 PM EDT
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DELL
  • Previous Close 23.26
  • YTD Return 3.09%
  • Expense Ratio 0.71%
  • Category Utilities
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 435.59M
  • Beta (5Y Monthly) 0.76
  • Yield 2.66%
  • 5y Average Return --
  • Holdings Turnover 12.00%
  • Last Dividend 0.13
  • Inception Date Mar 1, 2017

The advisor intends to provide investment results that replicate the performance of the American Gas Association Stock Index. The index is maintained by the American Gas Association, a national trade association of natural gas distribution companies, and is licensed exclusively to the Manager for use as an investment strategy. The advisor intends to invest at least 85% of its net assets in the common stock of companies that have natural gas distribution and transmission operations and no attempt is made to actively manage the fund's portfolio by using economic, financial, or market analysis.

Hennessy

Fund Family

Utilities

Fund Category

435.59M

Net Assets

2017-03-01

Inception Date

Performance Overview: 0P00019H7Z

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Trailing returns as of 4/4/2024. Category is Utilities.

YTD Return

0P00019H7Z
3.09%
Category
4.24%
 

1-Year Return

0P00019H7Z
4.51%
Category
18.66%
 

3-Year Return

0P00019H7Z
7.10%
Category
9.19%
 

5-Year Return

0P00019H7Z
5.02%
Category
7.16%
 

Holdings: 0P00019H7Z

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Top 10 Holdings (49.71% of Total Assets)

SymbolCompany% Assets
EQT
EQT Corporation 5.36%
ATO
Atmos Energy Corporation 4.99%
KMI
Kinder Morgan, Inc. 4.97%
OKE
ONEOK, Inc. 4.97%
SO
The Southern Company 4.96%
BRK.A
BRK.A 4.94%
ENB.TO
Enbridge Inc. 4.92%
SRE
Sempra 4.91%
TRP.TO
TC Energy Corporation 4.85%
LNG
Cheniere Energy, Inc. 4.85%

Sector Weightings

Sector0P00019H7Z
Utilities   60.79%
Energy   33.23%
Industrials   1.03%
Real Estate   0.00%
Technology   0.00%
Healthcare   0.00%

Recent News: 0P00019H7Z

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Research Reports: 0P00019H7Z

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