Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Hennessy Stance ESG ETF STNC
Morningstar’s Analysis STNC
Will STNC outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 38.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
General Electric Co | 4.53 | 5.5 Mil | Industrials |
Broadcom Inc | 4.04 | 4.9 Mil | Technology |
Brown & Brown Inc | 4.02 | 4.9 Mil | Financial Services |
TransDigm Group Inc | 4.01 | 4.9 Mil | Industrials |
W.W. Grainger Inc | 3.80 | 4.6 Mil | Industrials |
The Cigna Group | 3.75 | 4.6 Mil | Healthcare |
Hilton Worldwide Holdings Inc | 3.73 | 4.5 Mil | Consumer Cyclical |
Mastercard Inc Class A | 3.68 | 4.5 Mil | Financial Services |
Microsoft Corp | 3.67 | 4.5 Mil | Technology |
Aon PLC Class A | 3.66 | 4.4 Mil | Financial Services |