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Hennessy Stance ESG ETF STNC

Medalist Rating as of | See Hennessy Investment Hub

Morningstar’s Analysis STNC

Will STNC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Hennessy Stance ESG ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings STNC

  • Current Portfolio Date
  • Equity Holdings 35
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 38.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.29
1,798,168
Healthcare
4.22
1,765,546
Healthcare
3.97
1,661,952
Healthcare
3.93
1,645,674
Consumer Cyclical
3.85
1,611,629
Industrials
3.78
1,581,181
Communication Services
3.73
1,560,677
Financial Services
3.61
1,512,824
Technology
3.53
1,480,027
Technology
3.45
1,445,316
Utilities