/HBFBX
HBFBX Stock - Hennessy Balanced Fund Investor Class
Financial Services|Asset ManagementNASDAQ
$12.62-0.24%
$0.03 (-0.24%) • Dec 19
68
GoAI Score
GoAI Score
Weighted average: Momentum (25%) + Sentiment (35%) + Risk (20%) + Value (20%). ≥70 = BUY, ≤35 = SELL.HOLD
Medium Confidence
Momentum
Momentum Score
Based on price vs 50-day MA (40%), 200-day MA (40%), and MA crossover (20%). Higher = stronger uptrend.56
Sentiment
Sentiment Score
Based on analyst price target upside. 50 = neutral, 100 = very bullish (25%+ upside expected).70
Risk Score
Risk Score
Based on stock beta (volatility). Higher score = lower risk. Red (<40) = high volatility, Green (>60) = stable.98
Price Target
Price Target
Average analyst price target from the last quarter. Shows expected upside/downside from current price.+10.0%upside
Target: $13.88
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Active Trade Setup
ENTRY ZONE$12.49 – $12.75
TARGET (TP)$14.51
STOP LOSS$11.61
RISK/REWARD1:1.9
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Price Chart
Financial Statements
Key Metrics
Market CapN/A
P/E RatioN/A
Beta0.54
52W High$12.76
52W Low$11.56
Avg VolumeN/A
Income Statement (Fiscal Year)
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Company Overview
The fund invests approximately 50% of its assets in roughly equal dollar amounts in the ten highest dividend-yielding Dow Jones Industrial Average ("DJIA") stocks (known as the "Dogs of the Dow"), but limits exposure to market risk and volatility by investing approximately 50% of its assets in U.S. Treasury securities with a maturity of less than one year. It is non-diversified.
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Earnings History & Surprises
HBFBXLoading earnings data...
Latest News
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Frequently Asked Questions about HBFBX
What is HBFBX's current stock price?
Hennessy Balanced Fund Investor Class (HBFBX) is currently trading at $12.62 per share. The stock has moved -0.24% today.
What is the analyst price target for HBFBX?
No analyst price targets are currently available for this stock.
What sector is Hennessy Balanced Fund Investor Class in?
Hennessy Balanced Fund Investor Class operates in the Financial Services sector, specifically within the Asset Management industry. The company is traded on the NASDAQ exchange.
What is HBFBX's market cap?
Hennessy Balanced Fund Investor Class has a market capitalization of $0.01 billion, making it a small-cap company.
Does HBFBX pay dividends?
No, Hennessy Balanced Fund Investor Class does not currently pay a dividend to shareholders.
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