NASDAQ · Asset Management

Hennessy Energy Transition Fund Investor Class (HNRGX) Stock

$38.87 -0.15% NASDAQ: HNRGX Financial Services

Typically, this fund allocates a minimum of 80% of its net assets to U.S.-based companies that operate across the entire energy supply and demand value chain. This broad scope encompasses traditional energy sectors like exploration, production (upstream), transportation, and processing (midstream and downstream), alongside investments in renewable energy businesses and significant energy end-users.

Valuation

MetricValue
Price$38.87
Market Cap$15.47M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$40.21
52-Week Low$27.09
Dividend Yield0.41%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y43.93%
Return 3Y57.88%
Return 5Y

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
EBUFInnovator Emerging Markets 10 Buffer ETF $31.93 +0.20% 16.82 $13.45M 0.00%
EMQAXAshmore Emerging Markets Active Eq A $10.87 +0.02% $14.35M 8.46%
EMQIXAshmore Emerging Markets Active Equity Fund;Inst $11.01 +0.04% 13.11 $14.03M 4.66%
FOVAXFirst Trust/Confluence Small Cap Value Fund $23.09 +0.00% $10.80M 17.06%
GWILXGlenmede SMID Core Equity Advisor $9.37 +0.11% 17.49 $5.77M 0.11%

About Hennessy Energy Transition Fund Investor Class

Typically, this fund allocates a minimum of 80% of its net assets to U.S.-based companies that operate across the entire energy supply and demand value chain. This broad scope encompasses traditional energy sectors like exploration, production (upstream), transportation, and processing (midstream and downstream), alongside investments in renewable energy businesses and significant energy end-users. The portfolio's primary holdings are common stocks. Additionally, the fund has the discretion to invest up to 25% of its total assets in energy-related Master Limited Partnerships (MLPs).

Hennessy Energy Transition Fund Investor Class is headquartered in US.

Hennessy Energy Transition Fund Investor Class (HNRGX) stock trades at $38.87 with a market capitalization of $15.47M. Over the past 52 weeks the stock has ranged between $27.09 and $40.21, and currently trades 3.3% below its 52-week high. It pays a dividend yielding 0.41%.

Official website: www.hennessyfunds.com/funds/energy

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