HVIA Equity Fund

Shareclass

HVIA Equity Institutional (HVEIX)

Type

Open-end mutual fund

Manager

HVIA Equity Fund

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

37.7

percentile

Universe: Groups

Group: U.S. Large Cap Equity

Ranking: 902 out of 1,447 funds

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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.

HVIA Equity Fund HVEIX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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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. JPMorgan Chase & Co
2.48% of assets
$1.52M invested
2. PepsiCo Inc
0.39% of assets
$236,905 invested
3. Mondelez International Inc Class A
0.87% of assets
$529,908 invested
4. The Goldman Sachs Group Inc
1.7% of assets
$1.04M invested
5. Microsoft Corp
3.14% of assets
$1.91M invested
6. Salesforce Inc
2.6% of assets
$1.59M invested
7. Schlumberger Ltd
1.08% of assets
$660,440 invested
8. American Express Co
3.53% of assets
$2.16M invested
9. Starbucks Corp
2.49% of assets
$1.52M invested
10. AbbVie Inc
1.54% of assets
$942,840 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 Corp
0.8% of assets
$489,784 invested
2. Blue Owl Capital Inc Ordinary Shares - Class A
1.61% of assets
$981,960 invested
3. Chart Industries Inc
1.96% of assets
$1.2M invested
4. Fluor Corp
1.46% of assets
$889,411 invested
5. Charles Schwab Corp
1.98% of assets
$1.21M invested
6. Lincoln Electric Holdings Inc
1.61% of assets
$979,849 invested
7. CSX Corp
0.96% of assets
$588,600 invested
8. United Rentals Inc
1.92% of assets
$1.17M invested
9. AutoZone Inc
2.28% of assets
$1.39M invested
10. Quanta Services Inc
0.87% of assets
$533,778 invested

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Financial performance

Performance data provided by

Find more financial data on HVEIX at Morningstar.com

Gender 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

Current fund

HVEIX

HVIA Equity Fund

Family

HVIA Equity Fund

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

1.92% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

HVEIX

HVIA Equity Fund

Family

HVIA Equity Fund

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

1.92% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

HVEIX

HVIA Equity Fund

Family

HVIA Equity Fund

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 5/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 5-yr returns

1.92% less in annualized returns

Lower overall gender equality score

1 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 5/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
HVEIX - HVIA Equity Fund

3.78%

12%

14%

54 / 100 points

Benchmark

13%

14%

16%

13%

55 / 100 points

Fund compared to benchmark

-9.71%

-2.7%

-1.92%

1 / 100 points lower

Find more financial data on HVEIX at Morningstar.com

What's next?

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Invest Your Values

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