Hennessy Small Cap Financial Fund - Hennessy Funds Trust
Shareclass
Hennessy Small Cap Financial Fund Investor Class (HSFNX)
Type
Open-end mutual fund
Manager
Filing
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 Hennessy Small Cap Financial Fund - Hennessy Funds Trust
FUND COVERAGE
# of holdings17
% of assets55%
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
4 / 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. Bread Financial Holdings Inc2.74%$2.03M
- 2. Banner Corp0.83%$618,400
- 3. Old National Bancorp/IN2.97%$2.2M
- 4. Associated Banc-Corp1.55%$1.14M
- 5. Rocket Cos Inc1.09%$806,850
- 6. WaFd Inc4.84%$3.59M
- 7. Flagstar Financial Inc4.82%$3.57M
- 8. Bancorp Inc/The3.21%$2.38M
- 9. BankUnited Inc3.53%$2.61M
- 10. Columbia Banking System Inc5.37%$3.97M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Provident Financial Services Inc5.53%$4.1M
- 2. Hancock Whitney Corp1.58%$1.17M
- 3. Atlantic Union Bankshares Corp0.63%$466,080
- 4. Wintrust Financial Corp3.58%$2.65M
- 5. Independent Bank Corp4.36%$3.23M
- 6. Eastern Bankshares Inc3.04%$2.25M
- 7. Banc of California Inc5.66%$4.2M
- 8. Columbia Banking System Inc5.37%$3.97M
- 9. BankUnited Inc3.53%$2.61M
- 10. Bancorp Inc/The3.21%$2.38M
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 Small Cap Financial Fund - Hennessy Funds Trust
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
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 Small Cap Financial Fund - Hennessy Funds Trust HSFNX
Environment
Social
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