Hennessy Stance ESG ETF (STNC)
29.22
+0.15
(+0.51%)
USD |
NYSEARCA |
Apr 22, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.85% | -0.04% | 114.60M | 9575.50 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
0.08% | 62.00% | -26.77M | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to achieve long-term capital appreciation. The fund is an actively managed exchange-traded fund ("ETF") that will invest, under normal circumstances at least 80% of the value of its net assets plus the amount of any borrowings for investment purposes in exchange-traded equity securities of U.S. issuers that meet environmental, social, and governance ("ESG") standards, as determined by its sub-adviser. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Hennessy |
Prospectus Benchmark Index | |
S&P 500 TR GBP | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Bill Davis | 3.06 yrs |
Kyle Balkissoon | 3.06 yrs |
Rafael Zayas | 3.06 yrs |
Ryan Dofflemeyer | 3.06 yrs |
Performance Versus Category
As of April 22, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 22, 2024.
Basic Info
Investment Strategy | |
The investment seeks to achieve long-term capital appreciation. The fund is an actively managed exchange-traded fund ("ETF") that will invest, under normal circumstances at least 80% of the value of its net assets plus the amount of any borrowings for investment purposes in exchange-traded equity securities of U.S. issuers that meet environmental, social, and governance ("ESG") standards, as determined by its sub-adviser. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Large Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Blend |
Category Index | Russell 1000 TR USD |
Global Category Name | US Equity Large Cap Blend |
YCharts Categorization | US Large Cap Blend |
YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Hennessy |
Prospectus Benchmark Index | |
S&P 500 TR GBP | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Bill Davis | 3.06 yrs |
Kyle Balkissoon | 3.06 yrs |
Rafael Zayas | 3.06 yrs |
Ryan Dofflemeyer | 3.06 yrs |