HBFBX : Hennessy Balanced Fund Investor Class

HBFBX is a Allocation Market All-In-One with HIGH fees.

HBFBX

Hennessy Balanced Fund Investor Class

FI Score

9 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

Different Funds

We found 9,682 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare HBFBX vs EILTX

67% FI Score
  • eiltx
  • Mutual Fund
  • Bond
  • Municipal Bond

Parametric TABS 5-to-15 Year Laddered Municipal Bond Fund Class I

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare HBFBX vs QCELX

67% FI Score
  • qcelx
  • Mutual Fund
  • US Stocks
  • Large Blend

AQR Large Cap Multi-Style Fund Class I

Expenses: 0.44% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare HBFBX vs EIHYX

67% FI Score
  • eihyx
  • Mutual Fund
  • Bond
  • Municipal Bond

Eaton Vance High Yield Municipal Income Fund Class I

Expenses: 0.51% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare HBFBX vs IVOG

67% FI Score
  • ivog
  • ETF
  • US Stocks
  • Mid-Cap Growth

Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

Expenses: 0.15% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

Compare HBFBX vs MPFIX

67% FI Score
  • mpfix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Morgan Stanley Institutional Fund Trust Core Plus Fixed Income Portfolio Class Institutional

Expenses: 0.41% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare HBFBX vs MALMX

67% FI Score
  • malmx
  • Mutual Fund
  • Bond
  • Municipal Bond

BlackRock Short-Term Municipal Fund Institutional Shares

Expenses: 0.36% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare HBFBX vs SIZE

67% FI Score
  • size
  • ETF
  • US Stocks
  • Large Blend

iShares Edge MSCI USA Size Factor ETF

Expenses: 0.15% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare HBFBX vs SMH

67% FI Score
  • smh
  • ETF
  • Sector Equity
  • Technology

VanEck Vectors Semiconductor ETF

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Technology Sector Equity fund. See why »

Compare HBFBX vs FJRLX

67% FI Score
  • fjrlx
  • Mutual Fund
  • Bond
  • High Yield Bond

Fidelity® Limited Term Bond Fund

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare HBFBX vs FKGRX

67% FI Score
  • fkgrx
  • Mutual Fund
  • US Stocks
  • Large Growth

Franklin Growth Series Class A

Expenses: 0.83% (Better than 1% of similar funds)

This is an OK choice for a Large Growth US Stocks fund. See why »

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