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HBFBX

Hennessy Balanced Investor

USD

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Price alert · HBFBX

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14.08 USD +0.06 +0.43%
As of Oct 30, 2026

Day range unavailable

12.28 52-week range 14.08
YTD
+11.57%
1 year
+14.01%
Open
—
Prev close
14.02
Mkt cap
13.92M
Vol
0
Avg vol
0
EPS
0.59987
P/E
23.47
Div yield
0.00%
More statistics
Low
—
High
—
Forward P/E
0.00
Beta
0.00
Short ratio
0.00
Dividend
0.00
Ex-div date
50-d avg
12.10
200-d avg
11.96

2Y chart

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Interval
HBFBX two-year price chart11.612.212.813.414.0Oct 24Mar 25Aug 25Jan 26Jun 26Oct 26

Key statistics

Market cap
0
Enterprise value
0
Trailing P/E
13.00
Forward P/E
0.00
PEG ratio
0.00
Price / sales
0.00
Price / book
0.00
EPS (TTM)
0.00
Beta
0.00
Dividend yield
0.00%
Payout ratio
0.00%
Shares outstanding
0
Short % of float
0.00%
50-day average
12.10
200-day average
11.96

About Hennessy Balanced Investor

The fund invests approximately 50% of its assets in roughly equal dollar amounts in the 10 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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