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Hennessy Japan Investor (HJPNX)

43.70 +0.17 (+0.39%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 43.53
  • YTD Return 16.37%
  • Expense Ratio 1.45%
  • Category Japan Stock
  • Last Cap Gain 23.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 413.92M
  • Beta (5Y Monthly) 1.02
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.41
  • Inception Date Oct 31, 2003

The fund invests at least 80% of its net assets in equity securities of Japanese companies. The fund's manager considers a Japanese company to be a company organized under the laws of Japan, for which the principal securities trading market is Japan, or that has a majority of its assets or business in Japan. While it is considered a "diversified" mutual fund, it employs a relatively concentrated investment strategy and may hold securities of fewer issuers than other diversified funds.

Hennessy

Fund Family

Japan Stock

Fund Category

413.92M

Net Assets

2003-10-31

Inception Date

Performance Overview: HJPNX

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Trailing returns as of 11/21/2024. Category is Japan Stock.

YTD Return

HJPNX
16.37%
Category
2.38%
 

1-Year Return

HJPNX
31.11%
Category
23.25%
 

3-Year Return

HJPNX
1.06%
Category
5.89%
 

5-Year Return

HJPNX
4.50%
Category
10.16%
 

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Holdings: HJPNX

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Top 10 Holdings (55.08% of Total Assets)

SymbolCompany% Assets
6501.T
Hitachi, Ltd. 8.29%
6098.T
Recruit Holdings Co., Ltd. 6.51%
3382.T
Seven & i Holdings Co., Ltd. 6.40%
8058.T
Mitsubishi Corporation 5.54%
8591.T
ORIX Corporation 4.98%
4063.T
Shin-Etsu Chemical Co., Ltd. 4.93%
6758.T
Sony Group Corporation 4.84%
FGXXX
First American Funds, Inc. - Government Obligations Fund 4.82%
8766.T
Tokio Marine Holdings, Inc. 4.53%
8306.T
Mitsubishi UFJ Financial Group, Inc. 4.24%

Sector Weightings

SectorHJPNX
Industrials   20.01%
Technology   15.84%
Healthcare   4.27%
Real Estate   0.00%
Utilities   0.00%
Energy   0.00%

Recent News: HJPNX

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Research Reports: HJPNX

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