1789 Growth and Income Fund
Shareclass
1789 Growth and Income P (PSEPX)
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 1789 Growth and Income Fund
FUND COVERAGE
# of holdings17
% of assets95%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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. The Interpublic Group of Companies Inc3.81%$1.21M
- 2. Mondelez International Inc Class A4.55%$1.45M
- 3. Mastercard Inc Class A5.9%$1.88M
- 4. JPMorgan Chase & Co7.52%$2.4M
- 5. Microsoft Corp5.02%$1.6M
- 6. Cummins Inc6.22%$1.99M
- 7. Republic Services Inc6.08%$1.94M
- 8. Stryker Corp4.69%$1.5M
- 9. Lockheed Martin Corp4.22%$1.35M
- 10. CME Group Inc Class A6.5%$2.07M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. NextEra Energy Inc5.06%$1.61M
- 2. Broadcom Inc8.68%$2.77M
- 3. Fidelity National Financial Inc5.49%$1.75M
- 4. Packaging Corp of America5.16%$1.65M
- 5. The Home Depot Inc4.81%$1.53M
- 6. The Kroger Co6.04%$1.92M
- 7. Ingredion Inc5.61%$1.79M
- 8. CME Group Inc Class A6.5%$2.07M
- 9. Lockheed Martin Corp4.22%$1.35M
- 10. Republic Services Inc6.08%$1.94M
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
Totals
Holdings
Assets
Weight
Prisons
2
$3.53M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$2.95M
9.24%
Borders high risk
1
$1.35M
4.22%
Total
3
$4.87M
15%
Holdings — 3 flagged holdings
1.
The Kroger Co
$1.92M
6.04%
2.
Microsoft Corp
:$1.6M
5.02%
3.
Lockheed Martin Corp
:$1.35M
4.22%
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 PSEPX
Environment
Social
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