Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Hennessy Focus Fund
FUND COVERAGE
# of holdings21
% of assets97%
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
14 / 40
Gender Equality: Equal Compensation and Work Life Balance
3 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Hilton Worldwide Holdings Inc3.17%$16.61M
- 2. RELX PLC ADR0.43%$2.24M
- 3. American Tower Corp2.81%$14.74M
- 4. Ashtead Group PLC7.39%$38.77M
- 5. Aon PLC Class A5.18%$27.18M
- 6. Danaher Corp2.68%$14.04M
- 7. CarMax Inc1.88%$9.84M
- 8. CDW Corp3.29%$17.26M
- 9. Altus Group Ltd2.03%$10.65M
- 10. Applied Materials Inc4.39%$23.04M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. AST SpaceMobile Inc Ordinary Shares - Class A28%$146.38M
- 2. Brookfield Wealth Solutions Ltd Ordinary Shares (Exchangeable Shares, Sub V0.21%$1.08M
- 3. Markel Group Inc5.41%$28.37M
- 4. Brookfield Corp Registered Shs -A- Limited Vtg7.64%$40.09M
- 5. Cogent Communications Holdings Inc3.6%$18.89M
- 6. RH Class A2.06%$10.8M
- 7. O'Reilly Automotive Inc6.26%$32.84M
- 8. NVR Inc3.37%$17.65M
- 9. Floor & Decor Holdings Inc Class A0.87%$4.57M
- 10. Brookfield Asset Management Ltd Ordinary Shares - Class A3.77%$19.78M
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 Focus Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$2.24M
0.43%
Borders high risk
0
$0
0%
Total
1
$2.24M
0.43%
Holdings — 1 flagged holdings
1.
RELX PLC ADR
:$2.24M
0.43%
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 Focus Fund HFCSX
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