Hamlin High Dividend Equity Fund
Shareclass
Hamlin High Dividend Equity Instl (HHDFX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,146 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Hamlin High Dividend Equity Fund HHDFX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co3.97% of assets$57.71M invested
- 2. Unilever PLC ADR3.93% of assets$57.25M invested
- 3. Cummins Inc4.38% of assets$63.68M invested
- 4. Johnson & Johnson3.86% of assets$56.23M invested
- 5. Paychex Inc4.23% of assets$61.59M invested
- 6. Target Corp2.47% of assets$35.96M invested
- 7. AbbVie Inc4.56% of assets$66.33M invested
- 8. ConocoPhillips3.72% of assets$54.19M invested
- 9. CME Group Inc Class A4.39% of assets$63.81M invested
- 10. Texas Instruments Inc3.94% of assets$57.35M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Lamar Advertising Co Class A3.77% of assets$54.83M invested
- 2. Broadcom Inc7.09% of assets$103.12M invested
- 3. Snap-on Inc3.98% of assets$57.93M invested
- 4. Simon Property Group Inc2.67% of assets$38.79M invested
- 5. Old Republic International Corp4.56% of assets$66.33M invested
- 6. Extra Space Storage Inc3.08% of assets$44.87M invested
- 7. Ares Management Corp Ordinary Shares - Class A4.79% of assets$69.73M invested
- 8. The Home Depot Inc3.39% of assets$49.31M invested
- 9. Darden Restaurants Inc3.41% of assets$49.67M invested
- 10. Ryman Hospitality Properties Inc1.57% of assets$22.87M invested
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Financial performance
Performance data provided by
Find more financial data on HHDFX at Morningstar.com
Find more financial data on HHDFX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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