Hillman Value Fund
Shareclass
Hillman Value No Load (HCMAX)
Type
Open-end mutual fund
Manager
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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.
Hillman Value Fund HCMAX
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. International Flavors & Fragrances Inc2.78% of assets$4.21M invested
- 2. GSK PLC ADR2.77% of assets$4.19M invested
- 3. Diageo PLC ADR2.64% of assets$3.98M invested
- 4. Biogen Inc2.72% of assets$4.1M invested
- 5. Bristol-Myers Squibb Co2.75% of assets$4.16M invested
- 6. The Hershey Co2.65% of assets$4.01M invested
- 7. Verizon Communications Inc2.65% of assets$4M invested
- 8. Salesforce Inc2.62% of assets$3.96M invested
- 9. Microsoft Corp2.58% of assets$3.89M invested
- 10. AT&T Inc2.74% of assets$4.14M 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. Nucor Corp2.68% of assets$4.04M invested
- 2. Anheuser-Busch InBev SA/NV ADR2.7% of assets$4.08M invested
- 3. Zimmer Biomet Holdings Inc2.62% of assets$3.96M invested
- 4. CarMax Inc2.66% of assets$4.02M invested
- 5. ASML Holding NV ADR2.58% of assets$3.9M invested
- 6. The Walt Disney Co2.81% of assets$4.24M invested
- 7. U.S. Bancorp2.73% of assets$4.12M invested
- 8. The Kraft Heinz Co2.78% of assets$4.2M invested
- 9. Conagra Brands Inc2.68% of assets$4.04M invested
- 10. Nike Inc Class B2.6% of assets$3.92M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on HCMAX at Morningstar.com
Find more financial data on HCMAX 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.
Benchmarking tool
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