Heartland Value Plus Fund
Shareclass
Heartland Value Plus Institutional (HNVIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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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 Plus Fund
FUND COVERAGE
# of holdings50
% 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
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. NorthWestern Energy Group Inc0.5%$1.44M
- 2. Camden Property Trust2.93%$8.4M
- 3. Hormel Foods Corp0.89%$2.54M
- 4. Smith & Nephew PLC ADR1.96%$5.62M
- 5. Essential Utilities Inc1.24%$3.56M
- 6. Royalty Pharma PLC Class A0.94%$2.7M
- 7. Valvoline Inc0.47%$1.36M
- 8. Associated Banc-Corp3.24%$9.3M
- 9. New Jersey Resources Corp0.66%$1.89M
- 10. PotlatchDeltic Corp0.73%$2.1M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Seacoast Banking Corp of Florida3.36%$9.64M
- 2. Matador Resources Co2.37%$6.8M
- 3. Primo Brands Corp Ordinary Shares - Class A1.05%$3.01M
- 4. FB Financial Corp3.55%$10.2M
- 5. Lamar Advertising Co Class A3.21%$9.23M
- 6. Glacier Bancorp Inc3.25%$9.34M
- 7. Enerpac Tool Group Corp Class A1.84%$5.29M
- 8. Mohawk Industries Inc1.16%$3.32M
- 9. ADT Inc1.59%$4.57M
- 10. NOV Inc0.35%$996,750
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 Plus Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$5.66M
1.97%
Borders high risk
1
$5.66M
1.97%
Total
1
$5.66M
1.97%
Holdings — 1 flagged holdings
1.
Granite Construction Inc
:$5.66M
1.97%
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 Plus Fund HNVIX
Environment
Social
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