Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund AAMA Equity Fund
FUND COVERAGE
# of holdings35
% 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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. Procter & Gamble Co1.12%$4.42M
- 2. Mastercard Inc Class A1.55%$6.13M
- 3. JPMorgan Chase & Co2.94%$11.64M
- 4. PepsiCo Inc0.97%$3.86M
- 5. Johnson & Johnson2.29%$9.07M
- 6. Exelon Corp0.35%$1.38M
- 7. Microsoft Corp2.68%$10.62M
- 8. American Electric Power Co Inc0.7%$2.77M
- 9. Amgen Inc1.13%$4.48M
- 10. AT&T Inc2.06%$8.17M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Norfolk Southern Corp1.02%$4.02M
- 2. Applied Materials Inc3.29%$13.05M
- 3. Qualcomm Inc2.32%$9.21M
- 4. The Home Depot Inc1.63%$6.45M
- 5. United Parcel Service Inc Class B0.49%$1.93M
- 6. Emerson Electric Co2.76%$10.94M
- 7. RTX Corp2.1%$8.34M
- 8. Southern Co0.59%$2.35M
- 9. Apple Inc3.22%$12.76M
- 10. The Kroger Co1.65%$6.52M
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 AAMA Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$52.17M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$52.44M
13%
Borders high risk
1
$8.34M
2.1%
Total
7
$68.67M
17%
Holdings — 7 flagged holdings
1.
Alphabet Inc Class A
:$13.5M
3.4%
2.
Amazon.com Inc
:$11.82M
2.98%
3.
Microsoft Corp
:$10.62M
2.68%
4.
Walmart Inc
$9.71M
2.45%
5.
RTX Corp
:$8.34M
2.1%
6.
AT&T Inc
:$8.17M
2.06%
7.
The Kroger Co
$6.52M
1.65%
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.
AAMA Equity Fund AMFEX
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