Heartland Mid Cap Value Fund
Shareclass
Heartland Mid Cap Value Investor (HRMDX)
Type
Open-end mutual fund
Manager
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. Equity Fund
Ranking: 1,560 out of 2,554 funds
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Groups
Categories
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
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 HRMDX
Environment
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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. Kimberly-Clark Corp2.99% of assets$15.47M invested
- 2. Exelon Corp1.73% of assets$8.97M invested
- 3. The Hershey Co1.51% of assets$7.84M invested
- 4. Centene Corp3.34% of assets$17.31M invested
- 5. Willis Towers Watson PLC2.17% of assets$11.24M invested
- 6. Raymond James Financial Inc0.54% of assets$2.82M invested
- 7. Robert Half Inc1.42% of assets$7.38M invested
- 8. Essex Property Trust Inc1.83% of assets$9.49M invested
- 9. FactSet Research Systems Inc0.5% of assets$2.59M invested
- 10. Constellation Energy Corp0.29% of assets$1.53M 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. Microchip Technology Inc0.46% of assets$2.38M invested
- 2. The Middleby Corp1.86% of assets$9.62M invested
- 3. Knight-Swift Transportation Holdings Inc Class A2.11% of assets$10.94M invested
- 4. Mohawk Industries Inc1.49% of assets$7.71M invested
- 5. NOV Inc2.53% of assets$13.08M invested
- 6. A.O. Smith Corp1.13% of assets$5.87M invested
- 7. WR Berkley Corp2.18% of assets$11.28M invested
- 8. Lincoln Electric Holdings Inc0.95% of assets$4.94M invested
- 9. Qorvo Inc0.72% of assets$3.72M invested
- 10. Teledyne Technologies Inc5.01% of assets$25.95M invested
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Financial performance
Performance data provided by
Find more financial data on HRMDX at Morningstar.com
Find more financial data on HRMDX at Morningstar.comGender Equality and Returns
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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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