1919 Socially Responsive Balanced Fund
Shareclass
1919 Socially Responsive Balanced A (SSIAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund 1919 Socially Responsive Balanced Fund
FUND COVERAGE
# of holdings46
% of assets67%
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 PLC ADR1.06%$9.9M
- 2. Boston Scientific Corp1.26%$11.78M
- 3. Bank of America Corp1.84%$17.21M
- 4. PepsiCo Inc0.63%$5.89M
- 5. The Hershey Co0.85%$7.92M
- 6. Microsoft Corp4.84%$45.25M
- 7. S&P Global Inc1.02%$9.49M
- 8. HubSpot Inc0.54%$5.04M
- 9. Intuit Inc0.94%$8.83M
- 10. Salesforce Inc0.34%$3.15M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc Ordinary Shares0.49%$4.53M
- 2. Steel Dynamics Inc0.57%$5.29M
- 3. Advanced Drainage Systems Inc0.95%$8.84M
- 4. Cintas Corp1.8%$16.78M
- 5. Terreno Realty Corp0.55%$5.15M
- 6. Broadcom Inc3.17%$29.58M
- 7. Darling Ingredients Inc0.55%$5.18M
- 8. Charles Schwab Corp0.92%$8.64M
- 9. Costco Wholesale Corp1.48%$13.85M
- 10. The Home Depot Inc1.16%$10.82M
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
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund 1919 Socially Responsive Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
4
$123.38M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$119.29M
13%
Borders high risk
0
$0
0%
Total
6
$133.15M
14%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$45.25M
4.84%
2.
Alphabet Inc Class A
:$36.28M
3.88%
3.
Amazon.com Inc
:$27.99M
3%
4.
Costco Wholesale Corp
$13.85M
1.48%
5.
Thermo Fisher Scientific Inc
:$6.62M
0.71%
6.
Salesforce Inc
:$3.15M
0.34%
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 SSIAX
Environment
Social
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