HARTFORD SMALL COMPANY HLS FUND - Hartford

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HARTFORD SMALL COMPANY HLS FUND IB (HDMBX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund HARTFORD SMALL COMPANY HLS FUND - Hartford

FUND COVERAGE
# of holdings74
% of assets76%
Score
35 / 100
Rank

3.0 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #1,008 out of 1,038

Grade
F

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

18 / 40

Gender Equality: Equal Compensation and Work Life Balance

3 / 30

Gender Equality: Policies Promoting Gender Equality

14 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Beazley PLC
         % of fund invested: 0.33%
         $USD invested: $1.42M
  • 2. Cytokinetics Inc
         % of fund invested: 0.46%
         $USD invested: $1.95M
  • 3. Commvault Systems Inc
         % of fund invested: 0.7%
         $USD invested: $2.97M
  • 4. Acuity Inc
         % of fund invested: 1.78%
         $USD invested: $7.56M
  • 5. HA Sustainable Infrastructure Capital Inc
         % of fund invested: 1.14%
         $USD invested: $4.82M
  • 6. Glaukos Corp
         % of fund invested: 0.75%
         $USD invested: $3.19M
  • 7. CyberArk Software Ltd
         % of fund invested: 1%
         $USD invested: $4.24M
  • 8. Cabot Corp
         % of fund invested: 0.86%
         $USD invested: $3.65M
  • 9. Hims & Hers Health Inc
         % of fund invested: 0.33%
         $USD invested: $1.41M
  • 10. Axsome Therapeutics Inc
         % of fund invested: 1.07%
         $USD invested: $4.54M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Viper Energy Inc
         % of fund invested: 1.14%
         $USD invested: $4.85M
  • 2. Nuvalent Inc
         % of fund invested: 0.55%
         $USD invested: $2.33M
  • 3. IonQ Inc
         % of fund invested: 0.34%
         $USD invested: $1.44M
  • 4. Bridgebio Pharma Inc
         % of fund invested: 0.55%
         $USD invested: $2.34M
  • 5. Seacoast Banking Corp of Florida
         % of fund invested: 1.53%
         $USD invested: $6.48M
  • 6. Agilysys Inc
         % of fund invested: 0.88%
         $USD invested: $3.74M
  • 7. Kratos Defense & Security Solutions Inc
         % of fund invested: 0.42%
         $USD invested: $1.78M
  • 8. Intapp Inc
         % of fund invested: 1.18%
         $USD invested: $5M
  • 9. Kymera Therapeutics Inc
         % of fund invested: 0.71%
         $USD invested: $3.01M
  • 10. Vaxcyte Inc
         % of fund invested: 0.59%
         $USD invested: $2.51M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund HARTFORD SMALL COMPANY HLS FUND - Hartford

Totals

Holdings
Assets
Weight
Prisons
0.0
$0
0%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$2.92M
0.69%
     Borders high risk
0.0
$0
0%
Total
1.0
$2.92M
0.69%
Full fund results

Holdings — 1 flagged holdings

1.
OSI Systems Inc
Borders
$2.92M
0.69%
Borders :
$2.92M
0.69%
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