Heartland Value Fund - HEARTLAND GROUP INC
Shareclass
Heartland Value Fund Investor Class (HRTVX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Heartland Value Fund - HEARTLAND GROUP INC
FUND COVERAGE
# of holdings40
% of assets41%
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
3 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Lyft Inc0.89%$7.75M
- 2. Walker & Dunlop Inc0.52%$4.51M
- 3. Radian Group Inc1.24%$10.8M
- 4. Henry Schein Inc1.04%$9.07M
- 5. Algonquin Power & Utilities Corp0.35%$3.08M
- 6. Associated Banc-Corp1.18%$10.3M
- 7. Sensata Technologies Holding PLC0.57%$4.99M
- 8. ArcBest Corp0.51%$4.45M
- 9. Stewart Information Services Corp1.01%$8.78M
- 10. Eldorado Gold Corp2.47%$21.55M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Viper Energy Inc1.99%$17.38M
- 2. Seacoast Banking Corp of Florida1.08%$9.43M
- 3. Primo Brands Corp0.37%$3.27M
- 4. Seaboard Corp1.02%$8.89M
- 5. Glacier Bancorp Inc1.01%$8.81M
- 6. Neogen Corp0.8%$6.99M
- 7. RH0.46%$4.03M
- 8. Mohawk Industries Inc1.25%$10.93M
- 9. Primoris Services Corp0.85%$7.45M
- 10. Haemonetics Corp0.69%$6.01M
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 Value Fund - HEARTLAND GROUP INC
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
$5.35M
0.61%
Borders high risk
0.0
$0
0%
Total
1.0
$5.35M
0.61%
Holdings — 1 flagged holdings
1.
Benchmark Electronics Inc
:$5.35M
0.61%
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 Value Fund - HEARTLAND GROUP INC HRTVX
Environment
Social
Search more funds
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