1290 Avantis U.S. Large Cap Growth Fund
Shareclass
1290 Avantis U.S. Large Cap Growth A (TNRAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund 1290 Avantis U.S. Large Cap Growth Fund
FUND COVERAGE
# of holdings182
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A1.65%$3.21M
- 2. Hilton Worldwide Holdings Inc0.04%$80,610
- 3. Expedia Group Inc0.1%$186,232
- 4. Uber Technologies Inc0.1%$187,406
- 5. PepsiCo Inc0.36%$709,952
- 6. Etsy Inc<0.01%$17,387
- 7. Colgate-Palmolive Co0.1%$192,016
- 8. The Goldman Sachs Group Inc0.21%$403,926
- 9. The Hershey Co0.13%$247,328
- 10. Vertex Pharmaceuticals Inc0.4%$788,296
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. U-Haul Holding Co Ordinary Shares - Series N0.03%$60,233
- 2. U-Haul Holding Co<0.01%$5,122
- 3. Celsius Holdings Inc0.24%$464,369
- 4. Palantir Technologies Inc Ordinary Shares - Class A0.93%$1.82M
- 5. Markel Group Inc0.06%$115,585
- 6. Vertiv Holdings Co Class A0.23%$453,823
- 7. Old Dominion Freight Line Inc Ordinary Shares0.21%$399,769
- 8. Weatherford International PLC Ordinary Shares - New0.07%$131,487
- 9. Wingstop Inc0.02%$46,921
- 10. Rollins Inc0.08%$154,750
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund 1290 Avantis U.S. Large Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
10
$47.87M
25%
Prisons high risk
1
$776,252
0.4%
Private prisons
0
$0
0%
Borders
8
$49.11M
25%
Borders high risk
3
$3.25M
1.67%
Total
13
$51.43M
26%
Holdings — 13 flagged holdings
1.
Microsoft Corp
:$20.44M
11%
2.
Amazon.com Inc
:$11.8M
6.06%
3.
Alphabet Inc Class A
:$6.91M
3.55%
4.
Alphabet Inc Class C
:$5.63M
2.89%
5.
Costco Wholesale Corp
$1.99M
1.02%
6.
Palantir Technologies Inc Ordinary Shares - Class A
:$1.82M
0.93%
7.
Salesforce Inc
:$1.08M
0.56%
8.
Motorola Solutions Inc
:$776,252
0.4%
9.
Lockheed Martin Corp
:$657,474
0.34%
10.
Yum Brands Inc
$119,340
0.06%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
1290 Avantis U.S. Large Cap Growth Fund TNRAX
Environment
Social
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