1919 Socially Responsive Balanced Fund - Advisor Managed Portfolios
Shareclass
1919 Socially Responsive Balanced Fund Class A (SSIAX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund 1919 Socially Responsive Balanced Fund - Advisor Managed Portfolios
FUND COVERAGE
# of holdings44
% of assets66%
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
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. AstraZeneca PLC1.22%$11.49M
- 2. Boston Scientific Corp1.2%$11.29M
- 3. Bank of America Corp1.91%$17.89M
- 4. PepsiCo Inc0.62%$5.83M
- 5. Hershey Co/The0.8%$7.47M
- 6. Microsoft Corp4.39%$41.2M
- 7. S&P Global Inc1.05%$9.86M
- 8. Intuit Inc0.88%$8.29M
- 9. Salesforce Inc0.38%$3.52M
- 10. Workday Inc0.94%$8.78M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc0.52%$4.85M
- 2. Steel Dynamics Inc0.67%$6.27M
- 3. Advanced Drainage Systems Inc0.95%$8.94M
- 4. Cintas Corp1.6%$14.99M
- 5. Terreno Realty Corp0.57%$5.33M
- 6. Broadcom Inc3.23%$30.26M
- 7. Darling Ingredients Inc0.64%$6.05M
- 8. Charles Schwab Corp/The0.92%$8.67M
- 9. Costco Wholesale Corp1.35%$12.63M
- 10. Home Depot Inc/The0.95%$8.89M
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 Socially Responsive Balanced Fund - Advisor Managed Portfolios
Totals
Holdings
Assets
Weight
Prisons
5.0
$136.68M
15%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$127.57M
14%
Borders high risk
0.0
$0
0%
Total
6.0
$140.2M
15%
Holdings — 6 flagged holdings
1.
Alphabet Inc
:$45.7M
4.87%
2.
Microsoft Corp
:$41.2M
4.39%
3.
Amazon.com Inc
:$29.42M
3.14%
4.
Costco Wholesale Corp
$12.63M
1.35%
5.
Thermo Fisher Scientific Inc
:$7.73M
0.82%
6.
Salesforce Inc
:$3.52M
0.38%
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 Socially Responsive Balanced Fund - Advisor Managed Portfolios SSIAX
Environment
Social
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