Hennessy Gas Utility Fund - Hennessy Funds Trust
Shareclass
Hennessy Gas Utility Fund Investor Class (GASFX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Gas Utility Fund - Hennessy Funds Trust GASFX
Environment
Social
Search more funds
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. National Grid PLC2.96% of assets$14.75M invested
- 2. Exelon Corp1.14% of assets$5.7M invested
- 3. Enbridge Inc4.92% of assets$24.54M invested
- 4. Sempra4.54% of assets$22.64M invested
- 5. Alliant Energy Corp0.43% of assets$2.14M invested
- 6. Northwestern Energy Group Inc0.19% of assets$936,332 invested
- 7. TC Energy Corp5.14% of assets$25.64M invested
- 8. Black Hills Corp0.66% of assets$3.29M invested
- 9. Fortis Inc/Canada1.01% of assets$5.02M invested
- 10. Duke Energy Corp2.31% of assets$11.51M 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. Northwest Natural Holding Co0.46% of assets$2.3M invested
- 2. Unitil Corp0.14% of assets$692,274 invested
- 3. RGC Resources Inc0.06% of assets$292,086 invested
- 4. Chesapeake Utilities Corp0.65% of assets$3.22M invested
- 5. Berkshire Hathaway Inc4.64% of assets$23.12M invested
- 6. UGI Corp0.75% of assets$3.73M invested
- 7. Southwest Gas Holdings Inc1.5% of assets$7.49M invested
- 8. Spire Inc0.89% of assets$4.41M invested
- 9. Cheniere Energy Inc4.94% of assets$24.61M invested
- 10. Atmos Energy Corp4.66% of assets$23.24M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer