Invest in Hennessy Mutual Funds

The Hennessy Funds offers a family of no-load mutual funds managed by Neil Hennessy, one of the industry's leading money managers. The company touts its stock selection expertise, a conservative investing strategy and a disciplined approach to executing it.

Invest in Hennessy Mutual Funds

Study the prospectus for each fund you want to invest in. You can download the prospectus from the company's Web site (see the Resources section below). Always make sure you have the latest prospectus before investing.

Obtain an application and open an account. You can open a standard account, an IRA account, a gift-to-minor account or a trust, corporate or partnership account.

Learn About the Mutual Funds Offered by Hennessy Funds

Consider the Hennessy Balanced Fund, which favors conservative investment strategies that focus on dividends and capital appreciation.

Investigate the Hennessy Total Return Fund if you can tolerate more market volatility than the Balanced Fund experiences. This fund concentrates on income via dividend-paying stocks but also invests in short-term U.S. Treasury securities.

Learn more about the Hennessy Cornerstone Value Fund if you want a long-term approach to maximizing capital appreciation while enjoying current income. This fund uses a specific stock selection strategy that is outlined on the Hennessy Web site.

Look at the Hennessy Focus 30 Fund, which invests in 30 mid-cap stocks according to the specified selection criteria outlined on the company's Web site. The objective is capital growth over the course of 5 or more years.

Consider the Hennessy Cornerstone Growth Fund, which invests only in companies with a market capitalization of $175 million or more. The manager selects only 50 stocks per year for the fund, according to certain standards (found on the company's Web site or in the fund prospectus).

Tips & Warnings

• Visit the Hennessy Funds Web site for more detailed information about any of the funds before you obtain a prospectus.
• Call the Hennessy Funds' toll-free number at (800) 966-4354, or email the company with specific questions about its funds.