Hennessy Small Cap Financial Fund - Hennessy Funds Trust
Shareclass
Hennessy Small Cap Financial Fund Investor Class (HSFNX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
39
/ 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
20/40
Equal compensation and work life balance
4/30
Policies promoting gender equality
15/20
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 Small Cap Financial Fund - Hennessy Funds Trust HSFNX
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. Bread Financial Holdings Inc2.74% of assets$2.03M invested
- 2. Banner Corp0.83% of assets$618,400 invested
- 3. Old National Bancorp/IN2.97% of assets$2.2M invested
- 4. Associated Banc-Corp1.55% of assets$1.14M invested
- 5. Rocket Cos Inc1.09% of assets$806,850 invested
- 6. WaFd Inc4.84% of assets$3.59M invested
- 7. Flagstar Financial Inc4.82% of assets$3.57M invested
- 8. Bancorp Inc/The3.21% of assets$2.38M invested
- 9. BankUnited Inc3.53% of assets$2.61M invested
- 10. Columbia Banking System Inc5.37% of assets$3.97M 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. Eagle Bancorp Inc5.24% of assets$3.88M invested
- 2. ConnectOne Bancorp Inc5.21% of assets$3.86M invested
- 3. OceanFirst Financial Corp4.94% of assets$3.66M invested
- 4. Customers Bancorp Inc3.63% of assets$2.69M invested
- 5. Beacon Financial Corp3.25% of assets$2.41M invested
- 6. California BanCorp2.79% of assets$2.07M invested
- 7. Kearny Financial Corp/MD1.05% of assets$779,000 invested
- 8. Provident Financial Services Inc5.53% of assets$4.1M invested
- 9. Hancock Whitney Corp1.58% of assets$1.17M invested
- 10. Atlantic Union Bankshares Corp0.63% of assets$466,080 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