Heartland Mid Cap Value Fund - HEARTLAND GROUP INC
Shareclass
Heartland Mid Cap Value Fund Investor Class (HRMDX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Small/Mid Cap Equity
Ranking: 120 out of 1,038 funds
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Groups
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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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.
Heartland Mid Cap Value Fund - HEARTLAND GROUP INC HRMDX
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. Willis Towers Watson PLC1.07% of assets$5.01M invested
- 2. Exelon Corp3.08% of assets$14.37M invested
- 3. Hershey Co/The3.16% of assets$14.73M invested
- 4. Kimberly-Clark Corp2.06% of assets$9.61M invested
- 5. Keysight Technologies Inc0.52% of assets$2.44M invested
- 6. Raymond James Financial Inc0.64% of assets$2.97M invested
- 7. Arch Capital Group Ltd1.76% of assets$8.22M invested
- 8. Centene Corp0.44% of assets$2.06M invested
- 9. Robert Half Inc0.46% of assets$2.15M invested
- 10. Northern Trust Corp2.25% of assets$10.5M 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. Nucor Corp1.59% of assets$7.42M invested
- 2. Middleby Corp/The1.67% of assets$7.79M invested
- 3. A O Smith Corp1.98% of assets$9.24M invested
- 4. Mohawk Industries Inc1.21% of assets$5.65M invested
- 5. NOV Inc2.17% of assets$10.12M invested
- 6. Teledyne Technologies Inc4.64% of assets$21.64M invested
- 7. Thor Industries Inc0.92% of assets$4.28M invested
- 8. Qorvo Inc1.19% of assets$5.56M invested
- 9. Grand Canyon Education Inc0.51% of assets$2.38M invested
- 10. Old Republic International Corp1.24% of assets$5.77M invested
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