Hennessy Funds Win Two Lipper Fund Awards for Strong Investment Performance
Hennessy Funds has announced that two of its mutual funds have received 2025 Lipper Fund Awards for their consistent strong risk-adjusted performance. The Hennessy Cornerstone Mid Cap 30 Fund (HIMDX) was recognized in the Small-Cap Core Funds category for both 3-year (among 875 funds) and 5-year (among 838 funds) performance through November 30, 2024.
Additionally, the Hennessy Energy Transition Fund (HNRIX) was honored in the Natural Resources Fund category for its 3-year (among 41 funds), 5-year (among 41 funds), and 10-year (among 37 funds) performance. The HIMDX fund maintains a concentrated portfolio of mid-cap companies using a formula-based investment process, while HNRIX focuses on companies across the energy sector spectrum.
Hennessy Funds ha annunciato che due dei suoi fondi comuni hanno ricevuto i 2025 Lipper Fund Awards per la loro costante e forte performance corretta per il rischio. Il Hennessy Cornerstone Mid Cap 30 Fund (HIMDX) è stato riconosciuto nella categoria dei Fondi Core Small-Cap sia per la performance a 3 anni (tra 875 fondi) che a 5 anni (tra 838 fondi) fino al 30 novembre 2024.
Inoltre, il Hennessy Energy Transition Fund (HNRIX) è stato premiato nella categoria dei Fondi Risorse Naturali per la sua performance a 3 anni (tra 41 fondi), a 5 anni (tra 41 fondi) e a 10 anni (tra 37 fondi). Il fondo HIMDX mantiene un portafoglio concentrato di aziende a media capitalizzazione utilizzando un processo di investimento basato su formule, mentre l'HNRIX si concentra su aziende dell'intero spettro del settore energetico.
Hennessy Funds ha anunciado que dos de sus fondos mutuos han recibido los 2025 Lipper Fund Awards por su consistente y sólida performance ajustada al riesgo. El Hennessy Cornerstone Mid Cap 30 Fund (HIMDX) fue reconocido en la categoría de Fondos Core de Pequeñas Capitalizaciones tanto por su rendimiento a 3 años (entre 875 fondos) como a 5 años (entre 838 fondos) hasta el 30 de noviembre de 2024.
Además, el Hennessy Energy Transition Fund (HNRIX) fue honrado en la categoría de Fondos de Recursos Naturales por su rendimiento a 3 años (entre 41 fondos), a 5 años (entre 41 fondos) y a 10 años (entre 37 fondos). El fondo HIMDX mantiene un portafolio concentrado de empresas de mediana capitalización utilizando un proceso de inversión basado en fórmulas, mientras que el HNRIX se enfoca en empresas de todo el espectro del sector energético.
헤네시 펀드는 두 개의 뮤추얼 펀드가 2025 리퍼 펀드 어워드를 수상했다고 발표했습니다. 이들은 일관된 강력한 위험 조정 성과를 보여주었습니다. 헤네시 코너스톤 미드 캡 30 펀드 (HIMDX)는 2024년 11월 30일까지 3년(875개 펀드 중) 및 5년(838개 펀드 중) 성과로 소형주 코어 펀드 부문에서 인정받았습니다.
또한, 헤네시 에너지 전환 펀드 (HNRIX)는 자연 자원 펀드 부문에서 3년(41개 펀드 중), 5년(41개 펀드 중), 10년(37개 펀드 중) 성과로 수상했습니다. HIMDX 펀드는 공식 기반 투자 프로세스를 사용하여 중형 기업의 집중 포트폴리오를 유지하며, HNRIX는 에너지 분야 전반에 걸친 기업에 집중합니다.
Hennessy Funds a annoncé que deux de ses fonds communs de placement ont reçu les 2025 Lipper Fund Awards pour leur performance constante et solide ajustée au risque. Le Hennessy Cornerstone Mid Cap 30 Fund (HIMDX) a été reconnu dans la catégorie des Fonds Core Small-Cap tant pour sa performance sur 3 ans (parmi 875 fonds) que sur 5 ans (parmi 838 fonds) jusqu'au 30 novembre 2024.
De plus, le Hennessy Energy Transition Fund (HNRIX) a été honoré dans la catégorie des Fonds de Ressources Naturelles pour sa performance sur 3 ans (parmi 41 fonds), sur 5 ans (parmi 41 fonds) et sur 10 ans (parmi 37 fonds). Le fonds HIMDX maintient un portefeuille concentré d'entreprises à moyenne capitalisation en utilisant un processus d'investissement basé sur des formules, tandis que le HNRIX se concentre sur des entreprises de tout le secteur de l'énergie.
Hennessy Funds hat angekündigt, dass zwei seiner Investmentfonds die 2025 Lipper Fund Awards für ihre konsistent starke risikoadjustierte Performance erhalten haben. Der Hennessy Cornerstone Mid Cap 30 Fund (HIMDX) wurde in der Kategorie der Small-Cap Core Fonds sowohl für die 3-Jahres- (unter 875 Fonds) als auch für die 5-Jahres-Performance (unter 838 Fonds) bis zum 30. November 2024 ausgezeichnet.
Darüber hinaus wurde der Hennessy Energy Transition Fund (HNRIX) in der Kategorie der Naturressourcenfonds für seine 3-Jahres- (unter 41 Fonds), 5-Jahres- (unter 41 Fonds) und 10-Jahres-Performance (unter 37 Fonds) geehrt. Der HIMDX Fonds hält ein konzentriertes Portfolio von Unternehmen mit mittlerer Marktkapitalisierung und verwendet einen formelbasierten Investitionsprozess, während sich der HNRIX auf Unternehmen im gesamten Energiesektor konzentriert.
- Two funds recognized for superior risk-adjusted performance
- HIMDX outperformed large peer group of 875 funds in 3-year category
- HNRIX demonstrated consistent long-term performance winning across 3, 5, and 10-year periods
- None.
The Hennessy Funds honored include:
- Hennessy Cornerstone Mid Cap 30 Fund (HIMDX) 3- and 5-year performance
- Hennessy Energy Transition Fund (HNRIX) 3-, 5- and 10-year performance
"Both Funds have consistently provided strong risk-adjusted returns for our shareholders, and we are honored to be recognized by the esteemed Lipper organization once again," said Ryan Kelley, Chief Investment Officer of Hennessy Funds. "At Hennessy, our goal is to deliver sustained, attractive returns across diverse market conditions, and these accolades reflect our dedication to value investing," he added. Ben Cook, Portfolio Manager of the Hennessy Energy Transition Fund, stated, "It's an honor to be recognized by Lipper for the Fund's performance, which reflects our dedication to an investment process that carefully balances risk and reward across the energy sector."
Hennessy Cornerstone Mid Cap 30 Fund (Institutional Share Class: HIMDX) was honored for its top risk-adjusted performance relative to its peers in the Small-Cap Core Funds category for both its three-year (among 875 funds) and five-year (among 838 funds) performance for the period ended November 30, 2024. The Fund utilizes a formula-based investment process and maintains a concentrated portfolio of mid-cap companies.
Hennessy Energy Transition Fund (Institutional Share Class: HNRIX) was honored for its top risk-adjusted performance relative to its peers in the Natural Resources Fund category for its three-year (among 41 funds), five-year-(among 41 funds) and ten-year (among 37 funds) for the period ended November 30, 2024. The Fund maintains a concentrated portfolio of companies across the full spectrum of the Energy sector.
About Lipper Fund Awards
The LSEG Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award. For more information, see lipperfundawards.com. Although LSEG makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by LSEG Lipper.
About Hennessy Funds
Hennessy Funds offers a wide range of domestic equity, multi‑asset, and sector and specialty mutual funds as well as an exchange traded fund (ETF). Hennessy is committed to superior service to shareholders and to its consistent and repeatable investment process, combining time-tested stock selection strategies with a highly disciplined, team-managed approach.
Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. This and other important information can be found in the Funds' summary and statutory prospectuses. To obtain a free prospectus, please visit hennessyfunds.com or call 800.966.4354. Please read the prospectus carefully before investing.
Mutual fund investing involves risk. Principal loss is possible. The Hennessy Energy Transition Fund is considered a non-diversified fund. A non-diversified fund, which may concentrate its assets in fewer individual holdings than a diversified fund, is more exposed to individual stock volatility than a diversified fund. A fund that concentrates its investments within one sector may be subject to a higher degree of market risk. The formula-based strategy employed by the Hennessy Mid Cap 30 Fund may cause the Fund to buy or sell securities at times when it may not be advantageous. A fund that concentrates its investments within one country, one sector, or a small group of industries, such as
The Hennessy Funds are distributed by Quasar Distributors, LLC, Distributor.
HMF-697646-2025-03-04
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SOURCE Hennessy Funds
FAQ
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