1789 GROWTH AND INCOME FUND - Pinnacle Capital Management Funds Trust
Shareclass
1789 GROWTH AND INCOME FUND Class C Shares (PSECX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund 1789 GROWTH AND INCOME FUND - Pinnacle Capital Management Funds Trust
FUND COVERAGE
# of holdings19
% of assets99%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mondelez International Inc3.95%$1.31M
- 2. Mastercard Inc5.39%$1.79M
- 3. JPMorgan Chase & Co6.53%$2.17M
- 4. Microsoft Corp3.89%$1.29M
- 5. Cummins Inc8.24%$2.73M
- 6. Republic Services Inc4.76%$1.58M
- 7. Stryker Corp4.24%$1.41M
- 8. Omnicom Group Inc3.94%$1.31M
- 9. Lockheed Martin Corp6.11%$2.03M
- 10. CME Group Inc5.68%$1.88M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lamar Advertising Co4.19%$1.39M
- 2. Dick's Sporting Goods Inc4.06%$1.35M
- 3. NextEra Energy Inc5.26%$1.75M
- 4. Broadcom Inc8.2%$2.72M
- 5. Fidelity National Financial Inc4.45%$1.48M
- 6. Packaging Corp of America5.7%$1.89M
- 7. Home Depot Inc/The4.71%$1.56M
- 8. Kroger Co/The4.55%$1.51M
- 9. Ingredion Inc4.84%$1.61M
- 10. CME Group Inc5.68%$1.88M
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 1789 GROWTH AND INCOME FUND - Pinnacle Capital Management Funds Trust
Totals
Holdings
Assets
Weight
Prisons
2.0
$2.8M
8.44%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
2.0
$3.32M
10%
Borders high risk
1.0
$2.03M
6.11%
Total
3.0
$4.83M
15%
Holdings — 3 flagged holdings
1.
Lockheed Martin Corp
:$2.03M
6.11%
2.
Kroger Co/The
$1.51M
4.55%
3.
Microsoft Corp
:$1.29M
3.89%
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.
1789 GROWTH AND INCOME FUND - Pinnacle Capital Management Funds Trust PSECX
Environment
Social
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