Hennessy Stance Esg Etf Profile
| STNC Etf | USD 29.80 0.01 0.03% |
PerformanceVery Weak
| Odds Of DistressLow
|
Hennessy Stance is trading at 29.80 as of the 19th of March 2025, a 0.03 percent increase since the beginning of the trading day. The etf's open price was 29.79. Hennessy Stance has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund is an actively managed exchange-traded fund that will invest, under normal circumstances at least 80 percent of the value of its net assets in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance standards, as determined by its sub-adviser. More on Hennessy Stance ESG
Moving together with Hennessy Etf
| 0.68 | VTI | Vanguard Total Stock | PairCorr |
| 0.69 | SPY | SPDR SP 500 | PairCorr |
| 0.68 | IVV | iShares Core SP | PairCorr |
| 0.84 | VIG | Vanguard Dividend | PairCorr |
| 0.69 | VV | Vanguard Large Cap | PairCorr |
| 0.84 | RSP | Invesco SP 500 | PairCorr |
Moving against Hennessy Etf
Hennessy Etf Highlights
| Thematic Ideas | (View all Themes) |
| Old Name | S&P/TSX North American Pref Stock Index (STNC.TO |
| Business Concentration | Large Cap ETFs, Size And Style ETFs, Large Blend, Stance (View all Sectors) |
| Issuer | Hennessy Advisors |
| Inception Date | 2021-03-15 |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 96.71 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | U.S. Bancorp Fund Services, LLC |
| Advisor | Hennessy Advisors, Inc. |
| Custodian | U.S. Bank, N.A. |
| Distributor | Quasar Distributors, LLC |
| Portfolio Manager | Bill Davis, Kyle Balkissoon, Rafael Zayas, Ryan Dofflemeyer |
| Transfer Agent | U.S. Bancorp Fund Services, LLC |
| Fiscal Year End | 31-Aug |
| Exchange | NASDAQ |
| Market Maker | GTS |
| Total Expense | 0.95 |
| Management Fee | 0.95 |
| Country Name | USA |
| Returns Y T D | (1.8) |
| Name | Hennessy Stance ESG ETF |
| Currency Code | USD |
| Open Figi | BBG01C4TFZ46 |
| In Threey Volatility | 16.28 |
| 1y Volatility | 11.46 |
| 200 Day M A | 30.5528 |
| 50 Day M A | 31.0149 |
| Code | STNC |
| Updated At | 18th of March 2025 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.25 |
| Type | ETF |
Hennessy Stance ESG [STNC] is traded in USA and was established 2021-03-12. The fund is listed under Large Blend category and is part of Stance family. The entity is thematically classified as Large Cap ETFs. Hennessy Stance ESG at this time have 40.12 M in assets. , while the total return for the last 3 years was 4.1%.
Check Hennessy Stance Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hennessy Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hennessy Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hennessy Stance ESG Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hennessy Stance ESG Etf Constituents
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| ALLE | Allegion PLC | Stock | Industrials | |
| DOV | Dover | Stock | Industrials | |
| EBAY | eBay Inc | Stock | Consumer Discretionary | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| KR | Kroger Company | Stock | Consumer Staples | |
| LLY | Eli Lilly and | Stock | Health Care | |
| MCO | Moodys | Stock | Financials |
Hennessy Stance ESG Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hennessy Stance. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | (0.08) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | 0.0101 | |||
| Treynor Ratio | (0.12) |
Hennessy Stance Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Hennessy Stance ESG. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in board of governors. You can also try the Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.
The market value of Hennessy Stance ESG is measured differently than its book value, which is the value of Hennessy that is recorded on the company's balance sheet. Investors also form their own opinion of Hennessy Stance's value that differs from its market value or its book value, called intrinsic value, which is Hennessy Stance's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Hennessy Stance's market value can be influenced by many factors that don't directly affect Hennessy Stance's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Hennessy Stance's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hennessy Stance is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hennessy Stance's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.