Hennessy Cornerstone Mid Cap 30 Fund
Shareclass
Hennessy Cornerstone Mid Cap 30 Inv (HFMDX)
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 Hennessy Cornerstone Mid Cap 30 Fund
FUND COVERAGE
# of holdings27
% of assets90%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Jones Lang LaSalle Inc3.1%$40.42M
- 2. Lyft Inc Class A3.18%$41.38M
- 3. Jacobs Solutions Inc3.36%$43.77M
- 4. Macy's Inc3.4%$44.36M
- 5. Leidos Holdings Inc3.52%$45.8M
- 6. TD Synnex Corp3.6%$46.91M
- 7. American Airlines Group Inc2.88%$37.53M
- 8. C.H. Robinson Worldwide Inc3.41%$44.46M
- 9. Lithia Motors Inc Class A3.02%$39.34M
- 10. AECOM3.34%$43.47M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp Class A3.26%$42.46M
- 2. StoneX Group Inc3.4%$44.29M
- 3. Cal-Maine Foods Inc2.92%$38.06M
- 4. Primoris Services Corp3.84%$50.07M
- 5. MasTec Inc3.91%$50.9M
- 6. Autoliv Inc3.16%$41.16M
- 7. Sanmina Corp3.14%$40.93M
- 8. Cheesecake Factory Inc3.16%$41.21M
- 9. Nexstar Media Group Inc3.07%$40.02M
- 10. Crown Holdings Inc3.33%$43.42M
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 Hennessy Cornerstone Mid Cap 30 Fund
Totals
Holdings
Assets
Weight
Prisons
1
$38.06M
2.92%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$88.67M
6.81%
Borders high risk
2
$88.67M
6.81%
Total
3
$126.73M
9.73%
Holdings — 3 flagged holdings
1.
Leidos Holdings Inc
:$45.8M
3.52%
2.
Granite Construction Inc
:$42.86M
3.29%
3.
Cal-Maine Foods Inc
$38.06M
2.92%
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.
Hennessy Cornerstone Mid Cap 30 Fund HFMDX
Environment
Social
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