Hennessy Focus Fund
Shareclass
Hennessy Focus Institutional (HFCIX)
Type
Open-end mutual fund
Manager
Gender equality score
33
/ 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: 1,101 out of 1,106 funds
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Groups
Categories
Gender balance in leadership and workforce
15/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
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.
Hennessy Focus Fund HFCIX
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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. Hilton Worldwide Holdings Inc3.17% of assets$17.06M invested
- 2. RELX PLC ADR0.48% of assets$2.55M invested
- 3. American Tower Corp3.15% of assets$16.94M invested
- 4. Ashtead Group PLC6.93% of assets$37.21M invested
- 5. Danaher Corp2.6% of assets$13.99M invested
- 6. Aon PLC Class A5.06% of assets$27.2M invested
- 7. CarMax Inc2.74% of assets$14.73M invested
- 8. CDW Corp3.6% of assets$19.35M invested
- 9. Altus Group Ltd1.8% of assets$9.65M invested
- 10. Applied Materials Inc3.83% of assets$20.6M 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. AST SpaceMobile Inc Ordinary Shares - Class A26% of assets$139.38M invested
- 2. Markel Group Inc5.52% of assets$29.64M invested
- 3. Cogent Communications Holdings Inc4.42% of assets$23.74M invested
- 4. NVR Inc3.02% of assets$16.23M invested
- 5. Brookfield Corp Registered Shs -A- Limited Vtg6.73% of assets$36.16M invested
- 6. RH Class A1.87% of assets$10.04M invested
- 7. O'Reilly Automotive Inc5.11% of assets$27.45M invested
- 8. Floor & Decor Holdings Inc Class A0.88% of assets$4.71M invested
- 9. Brookfield Asset Management Ltd Ordinary Shares - Class A3.57% of assets$19.2M invested
- 10. TransDigm Group Inc3.06% of assets$16.42M invested
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Financial performance
Performance data provided by
Find more financial data on HFCIX at Morningstar.com
Find more financial data on HFCIX 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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