Hartford Capital Appreciation HLS Fund
Shareclass
Hartford Capital Appreciation HLS IA (HIACX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Hartford Capital Appreciation HLS Fund
FUND COVERAGE
# of holdings152
% of assets95%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR0.45%$17.27M
- 2. Sanofi SA ADR0.38%$14.63M
- 3. Procter & Gamble Co0.74%$28.18M
- 4. Iberdrola SA0.57%$21.68M
- 5. Haleon PLC0.18%$6.73M
- 6. Marriott International Inc Class A0.51%$19.52M
- 7. Unilever PLC0.48%$18.24M
- 8. Mastercard Inc Class A0.89%$33.99M
- 9. Philip Morris International Inc0.12%$4.45M
- 10. Willis Towers Watson PLC0.37%$14.04M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.24%$9.14M
- 2. Chewy Inc0.14%$5.47M
- 3. Roblox Corp Ordinary Shares - Class A0.14%$5.16M
- 4. Clearwater Analytics Holdings Inc Class A0.22%$8.33M
- 5. Palantir Technologies Inc Ordinary Shares - Class A0.31%$11.79M
- 6. Gentex Corp0.36%$13.84M
- 7. Vertiv Holdings Co Class A0.13%$5.04M
- 8. Reliance Inc0.49%$18.71M
- 9. Canadian Natural Resources Ltd0.33%$12.67M
- 10. Evercore Inc Class A0.28%$10.82M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Hartford Capital Appreciation HLS Fund
Totals
Holdings
Assets
Weight
Prisons
9
$676.54M
18%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
14
$731.94M
19%
Borders high risk
6
$75.86M
1.99%
Total
19
$830.33M
22%
Holdings — 19 flagged holdings
1.
Microsoft Corp
:$228.5M
5.99%
2.
Alphabet Inc Class A
:$199.08M
5.22%
3.
Amazon.com Inc
:$119.33M
3.13%
4.
Accenture PLC Class A
:$36.47M
0.96%
5.
Alphabet Inc Class C
:$31.24M
0.82%
6.
McDonald's Corp
$29.97M
0.79%
7.
Northrop Grumman Corp
:$29.78M
0.78%
8.
Cardinal Health Inc
$19.73M
0.52%
9.
Tyson Foods Inc Class A
$18.6M
0.49%
10.
The Kroger Co
$15.95M
0.42%
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.
Hartford Capital Appreciation HLS Fund HIACX
Environment
Social
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