Heartland Mid Cap Value Fund
Shareclass
Heartland Mid Cap Value Investor (HRMDX)
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 Heartland Mid Cap Value Fund
FUND COVERAGE
# of holdings60
% of assets99%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Willis Towers Watson PLC1.34%$7.18M
- 2. Exelon Corp2.64%$14.17M
- 3. The Hershey Co3.28%$17.58M
- 4. Kimberly-Clark Corp2.44%$13.09M
- 5. Raymond James Financial Inc0.77%$4.15M
- 6. Arch Capital Group Ltd1.01%$5.43M
- 7. Centene Corp1.68%$9.01M
- 8. Robert Half Inc0.68%$3.64M
- 9. FactSet Research Systems Inc0.83%$4.46M
- 10. Northern Trust Corp2.52%$13.51M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Nucor Corp1.1%$5.88M
- 2. The Middleby Corp1.82%$9.77M
- 3. A.O. Smith Corp2.17%$11.64M
- 4. Mohawk Industries Inc1.62%$8.69M
- 5. NOV Inc2%$10.74M
- 6. Teledyne Technologies Inc4.5%$24.11M
- 7. Thor Industries Inc1.27%$6.82M
- 8. Qorvo Inc1.16%$6.22M
- 9. Grand Canyon Education Inc0.54%$2.89M
- 10. Old Republic International Corp0.94%$5.06M
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 Heartland Mid Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
1
$6.62M
1.24%
Prisons high risk
1
$6.62M
1.24%
Private prisons
0
$0
0%
Borders
3
$44.44M
8.29%
Borders high risk
3
$44.44M
8.29%
Total
3
$44.44M
8.29%
Holdings — 3 flagged holdings
1.
Teledyne Technologies Inc
:$24.11M
4.5%
2.
Leidos Holdings Inc
:$13.71M
2.56%
3.
Aramark
:$6.62M
1.24%
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.
Heartland Mid Cap Value Fund HRMDX
Environment
Social
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