Hennessy Gas Utility Fund
Shareclass
Hennessy Gas Utility Investor (GASFX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 240 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
7/30
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.
Hennessy Gas Utility Fund GASFX
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. National Grid PLC ADR2.53% of assets$12.43M invested
- 2. Exelon Corp1.16% of assets$5.69M invested
- 3. Enbridge Inc5.01% of assets$24.59M invested
- 4. Sempra5% of assets$24.52M invested
- 5. Alliant Energy Corp0.38% of assets$1.86M invested
- 6. NorthWestern Energy Group Inc0.21% of assets$1.01M invested
- 7. TC Energy Corp4.92% of assets$24.11M invested
- 8. Black Hills Corp0.56% of assets$2.76M invested
- 9. Fortis Inc1.03% of assets$5.06M invested
- 10. Duke Energy Corp2.58% of assets$12.65M 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. Berkshire Hathaway Inc Class A4.86% of assets$23.83M invested
- 2. UGI Corp0.65% of assets$3.21M invested
- 3. Southwest Gas Holdings Inc1.6% of assets$7.84M invested
- 4. ALLETE Inc<0.01% of assets$24,300 invested
- 5. Cheniere Energy Inc4.94% of assets$24.2M invested
- 6. Atmos Energy Corp4.91% of assets$24.08M invested
- 7. Chesapeake Utilities Corp0.72% of assets$3.51M invested
- 8. DT Midstream Inc Ordinary Shares3.18% of assets$15.61M invested
- 9. Spire Inc0.88% of assets$4.32M invested
- 10. ONE Gas Inc1.24% of assets$6.08M invested
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Financial performance
Performance data provided by
Find more financial data on GASFX at Morningstar.com
Find more financial data on GASFX 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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