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

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare HBFBX vs TAIAX

76% FI Score
  • taiax
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Tax-Aware Conservative Growth and Income Portfolio Class A

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

This is an OK choice for a All-In-One Allocation fund. See why »

Compare HBFBX vs AOM

74% FI Score
  • aom
  • ETF
  • Allocation
  • All-In-One

iShares Core Moderate Allocation ETF

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare HBFBX vs TMMIX

74% FI Score
  • tmmix
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Asset Allocation Moderate Portfolio Class I

Expenses: 0.26% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare HBFBX vs MMRIX

74% FI Score
  • mmrix
  • Mutual Fund
  • Allocation
  • All-In-One

MainStay Moderate Allocation Fund Class I

Expenses: 0.11% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare HBFBX vs FFALX

74% FI Score
  • ffalx
  • Mutual Fund
  • Allocation
  • All-In-One

Franklin Founding Funds Allocation Fund Class A

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

This is an OK choice for a All-In-One Allocation fund. See why »

Compare HBFBX vs BIGPX

74% FI Score
  • bigpx
  • Mutual Fund
  • Allocation
  • All-In-One

BlackRock 60/40 Target Allocation Fund Institutional Shares

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

This is an OK choice for a All-In-One Allocation fund. See why »

Compare HBFBX vs AOA

74% FI Score
  • aoa
  • ETF
  • Allocation
  • All-In-One

iShares Core Aggressive Allocation ETF

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare HBFBX vs TAIFX

74% FI Score
  • taifx
  • Mutual Fund
  • Allocation
  • All-In-One

American Funds Tax-Aware Conservative Growth and Income Portfolio Class F-1

Expenses: 0.39% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare HBFBX vs AONIX

73% FI Score
  • aonix
  • Mutual Fund
  • Allocation
  • All-In-One

American Century Investments One Choice Portfolio®: Very Conservative Investor Class

Expenses: 0.01% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare HBFBX vs FPURX

73% FI Score
  • fpurx
  • Mutual Fund
  • Allocation
  • All-In-One

Fidelity® Puritan® Fund

Expenses: 0.53% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

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