Morningstar

Hennessy Stance ESG ETF STNC

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable STNC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STNC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of STNC’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

null Morningstar Manager Research

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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings STNC

More STNC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

4.49 5.0 Mil
Technology

TJX Companies Inc

4.06 4.6 Mil
Consumer Cyclical

Regeneron Pharmaceuticals Inc

4.01 4.5 Mil
Healthcare

AT&T Inc

3.97 4.5 Mil
Communication Services

Chipotle Mexican Grill Inc

3.85 4.3 Mil
Consumer Cyclical

Microsoft Corp

3.77 4.2 Mil
Technology

AbbVie Inc

3.63 4.1 Mil
Healthcare

Nasdaq Inc

3.49 3.9 Mil
Financial Services

Tyson Foods Inc Class A

3.48 3.9 Mil
Consumer Defensive

Capital One Financial Corp

3.46 3.9 Mil
Financial Services

Sponsor Center