Small Bank Stocks Help this Fund Crush Rivals

Investing in dull savings and loans proved exciting for Hennessy Small Cap Financial Fund.

If anything underscores the idea that bigger isn’t always better, it’s the recent results of small-bank stocks in general and of Hennessy Small Cap Financial Fund (HSFNX) in particular. Although the fund gained only 1.9% over the past year, it crushed the average financial sector fund by 13.8 percentage points.

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Ryan Ermey
Former Associate Editor, Kiplinger's Personal Finance

Ryan joined Kiplinger in the fall of 2013. He wrote and fact-checked stories that appeared in Kiplinger's Personal Finance magazine and on He previously interned for the CBS Evening News investigative team and worked as a copy editor and features columnist at the GW Hatchet. He holds a BA in English and creative writing from George Washington University.