13D Activist Fund

Shareclass
13D Activist A (DDDAX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund 13D Activist Fund

FUND COVERAGE
# of holdings20
% of assets95%
Score
46 / 100
Rank

72.5 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #299 out of 1,085

Grade
B

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

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Pearson PLC ADR
         % of fund invested: 6.04%
         $USD invested: $6.84M
  • 2. Etsy Inc
         % of fund invested: 3.45%
         $USD invested: $3.9M
  • 3. Charles River Laboratories International Inc
         % of fund invested: 3.75%
         $USD invested: $4.25M
  • 4. Kenvue Inc
         % of fund invested: 4.35%
         $USD invested: $4.93M
  • 5. Air Products and Chemicals Inc
         % of fund invested: 5.95%
         $USD invested: $6.74M
  • 6. Twilio Inc Class A
         % of fund invested: 6.67%
         $USD invested: $7.56M
  • 7. YETI Holdings Inc
         % of fund invested: 4.56%
         $USD invested: $5.17M
  • 8. Lamb Weston Holdings Inc
         % of fund invested: 3.69%
         $USD invested: $4.18M
  • 9. Janus Henderson Group PLC
         % of fund invested: 4.62%
         $USD invested: $5.23M
  • 10. PENN Entertainment Inc
         % of fund invested: 3.08%
         $USD invested: $3.49M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Riot Platforms Inc
         % of fund invested: 4.52%
         $USD invested: $5.12M
  • 2. The Middleby Corp
         % of fund invested: 3.32%
         $USD invested: $3.76M
  • 3. Match Group Inc Ordinary Shares - New
         % of fund invested: 3.62%
         $USD invested: $4.1M
  • 4. Vestis Corp
         % of fund invested: 2.83%
         $USD invested: $3.21M
  • 5. Autoliv Inc
         % of fund invested: 5.52%
         $USD invested: $6.25M
  • 6. Asbury Automotive Group Inc
         % of fund invested: 4.49%
         $USD invested: $5.09M
  • 7. Southwest Gas Holdings Inc
         % of fund invested: 6.36%
         $USD invested: $7.2M
  • 8. Qorvo Inc
         % of fund invested: 6.65%
         $USD invested: $7.53M
  • 9. Mercury Systems Inc
         % of fund invested: 6.51%
         $USD invested: $7.38M
  • 10. Exelixis Inc
         % of fund invested: 4.68%
         $USD invested: $5.3M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund 13D Activist Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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