Heartland Value Plus Fund
Shareclass
Heartland Value Plus Institutional (HNVIX)
Type
Open-end mutual fund
Manager
Gender equality score
40
/ 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: 752 out of 1,085 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
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 Value Plus Fund HNVIX
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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. NorthWestern Energy Group Inc0.5% of assets$1.44M invested
- 2. Camden Property Trust2.93% of assets$8.4M invested
- 3. Hormel Foods Corp0.89% of assets$2.54M invested
- 4. Smith & Nephew PLC ADR1.96% of assets$5.62M invested
- 5. Essential Utilities Inc1.24% of assets$3.56M invested
- 6. Royalty Pharma PLC Class A0.94% of assets$2.7M invested
- 7. Valvoline Inc0.47% of assets$1.36M invested
- 8. Associated Banc-Corp3.24% of assets$9.3M invested
- 9. New Jersey Resources Corp0.66% of assets$1.89M invested
- 10. PotlatchDeltic Corp0.73% of assets$2.1M 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. Seacoast Banking Corp of Florida3.36% of assets$9.64M invested
- 2. Matador Resources Co2.37% of assets$6.8M invested
- 3. Primo Brands Corp Ordinary Shares - Class A1.05% of assets$3.01M invested
- 4. FB Financial Corp3.55% of assets$10.2M invested
- 5. Lamar Advertising Co Class A3.21% of assets$9.23M invested
- 6. Glacier Bancorp Inc3.25% of assets$9.34M invested
- 7. Enerpac Tool Group Corp Class A1.84% of assets$5.29M invested
- 8. Mohawk Industries Inc1.16% of assets$3.32M invested
- 9. ADT Inc1.59% of assets$4.57M invested
- 10. NOV Inc0.35% of assets$996,750 invested
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Financial performance
Performance data provided by
Find more financial data on HNVIX at Morningstar.com
Find more financial data on HNVIX 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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