1919 Financial Services Fund
Shareclass
1919 Financial Services I (LMRIX)
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 1919 Financial Services Fund
FUND COVERAGE
# of holdings38
% of assets86%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp4.98%$5.87M
- 2. JPMorgan Chase & Co9.53%$11.23M
- 3. S&P Global Inc1.82%$2.14M
- 4. Arch Capital Group Ltd1.04%$1.23M
- 5. Visa Inc Class A5.51%$6.49M
- 6. Chubb Ltd5.98%$7.04M
- 7. Fifth Third Bancorp3.09%$3.64M
- 8. Reinsurance Group of America Inc1.76%$2.07M
- 9. CME Group Inc Class A1.44%$1.7M
- 10. Banner Corp2.27%$2.67M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Community Financial System Inc1.23%$1.45M
- 2. Brown & Brown Inc3.22%$3.8M
- 3. Ryan Specialty Holdings Inc Class A0.26%$309,980
- 4. Berkshire Hathaway Inc Class B4.48%$5.28M
- 5. Stock Yards Bancorp Inc2.29%$2.69M
- 6. Atlantic Union Bankshares Corp0.25%$296,436
- 7. RLI Corp0.7%$829,598
- 8. SouthState Bank Corp2.02%$2.38M
- 9. Terreno Realty Corp1.07%$1.26M
- 10. Simon Property Group Inc0.38%$450,408
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 1919 Financial Services Fund
Totals
Holdings
Assets
Weight
Prisons
1
$5.28M
4.48%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
1
$5.28M
4.48%
Holdings — 1 flagged holdings
1.
Berkshire Hathaway Inc Class B
$5.28M
4.48%
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.
1919 Financial Services Fund LMRIX
Environment
Social
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