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Hennessy Japan Investor (HJPNX)

40.57
-0.19
(-0.47%)
At close: 4:52:32 PM EDT
Loading Chart for HJPNX
  • Previous Close 40.76
  • YTD Return -1.48%
  • Expense Ratio 1.42%
  • Category Japan Stock
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 410.44M
  • Beta (5Y Monthly) 0.98
  • Yield 0.96%
  • 5y Average Return --
  • Holdings Turnover 17.00%
  • Last Dividend 0.42
  • 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

410.44M

Net Assets

2003-10-31

Inception Date

Performance Overview: HJPNX

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Trailing returns as of 3/28/2025. Category is Japan Stock.

YTD Return

HJPNX
1.48%
Category
2.38%
 

1-Year Return

HJPNX
5.43%
Category
23.25%
 

3-Year Return

HJPNX
5.65%
Category
5.89%
 

5-Year Return

HJPNX
6.37%
Category
10.16%
 

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Holdings: HJPNX

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Sector Weightings

SectorHJPNX
Industrials   17.30%
Technology   16.39%
Healthcare   2.90%
Real Estate   1.04%
Utilities   0.00%
Energy   0.00%

Recent News: HJPNX

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Research Reports: HJPNX

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