Heartland Value Fund
Shareclass
Heartland Value Investor (HRTVX)
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 Value Fund
FUND COVERAGE
# of holdings38
% of assets40%
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
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 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. Science Applications International Corp0.82%$7.06M
- 2. Lyft Inc Class A0.76%$6.49M
- 3. Walker & Dunlop Inc0.5%$4.25M
- 4. Dentsply Sirona Inc1.34%$11.44M
- 5. Radian Group Inc1.31%$11.19M
- 6. Essential Utilities Inc0.46%$3.95M
- 7. Associated Banc-Corp1.26%$10.79M
- 8. Sensata Technologies Holding PLC0.19%$1.63M
- 9. Perrigo Co PLC1.25%$10.68M
- 10. Stewart Information Services Corp1.06%$9.11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Viper Energy Inc Ordinary Shares - Class A1.63%$13.95M
- 2. Seacoast Banking Corp of Florida1.09%$9.33M
- 3. Seaboard Corp0.93%$7.94M
- 4. Glacier Bancorp Inc1.15%$9.83M
- 5. RH Class A0.46%$3.93M
- 6. Mohawk Industries Inc1.55%$13.27M
- 7. Primoris Services Corp1.25%$10.67M
- 8. Haemonetics Corp0.48%$4.09M
- 9. Integer Holdings Corp0.5%$4.31M
- 10. New Gold Inc1.38%$11.8M
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
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$12.14M
1.42%
Borders high risk
1
$7.06M
0.82%
Total
2
$12.14M
1.42%
Holdings — 2 flagged holdings
1.
Science Applications International Corp
:$7.06M
0.82%
2.
Benchmark Electronics Inc
:$5.07M
0.59%
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 HRTVX
Environment
Social
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