Acclivity Mid Cap Multi-Style Fund
Shareclass
Acclivity Mid Cap Multi-Style N (AXMNX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
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 Acclivity Mid Cap Multi-Style Fund
FUND COVERAGE
# of holdings295
% of assets98%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.25%$10,076
- 2. Biogen Inc0.62%$25,369
- 3. The Interpublic Group of Companies Inc0.05%$2,081
- 4. Hologic Inc0.27%$10,947
- 5. Willis Towers Watson PLC0.31%$12,873
- 6. JM Smucker Co0.18%$7,463
- 7. Expedia Group Inc0.52%$21,422
- 8. Ralph Lauren Corp Class A0.45%$18,377
- 9. Jones Lang LaSalle Inc0.65%$26,601
- 10. Principal Financial Group Inc0.84%$34,473
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Liberty Broadband Corp Registered Shs Series -C-0.35%$14,462
- 2. GameStop Corp Class A0.11%$4,658
- 3. RBC Bearings Inc0.2%$8,081
- 4. IonQ Inc Class A0.04%$1,719
- 5. Carvana Co Class A0.3%$12,468
- 6. Lennar Corp Class A0.37%$15,043
- 7. Rocket Lab Corp0.09%$3,613
- 8. Houlihan Lokey Inc Class A0.12%$4,859
- 9. Celsius Holdings Inc0.1%$4,221
- 10. Markel Group Inc0.78%$31,958
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 Acclivity Mid Cap Multi-Style Fund
Totals
Holdings
Assets
Weight
Prisons
6
$94,873
2.31%
Prisons high risk
3
$49,584
1.21%
Private prisons
0
$0
0%
Borders
12
$155,203
3.78%
Borders high risk
8
$127,662
3.11%
Total
14
$197,842
4.82%
Holdings — 14 flagged holdings
1.
Archer-Daniels-Midland Co
$25,018
0.61%
2.
Regions Financial Corp
:$24,767
0.6%
3.
Teledyne Technologies Inc
:$23,054
0.56%
4.
Citizens Financial Group Inc
:$20,630
0.5%
5.
Tyson Foods Inc Class A
$17,621
0.43%
6.
Leidos Holdings Inc
:$16,565
0.4%
7.
The Carlyle Group Inc
:$16,397
0.4%
8.
Booz Allen Hamilton Holding Corp Class A
:$13,953
0.34%
9.
Equifax Inc
:$11,412
0.28%
10.
TransUnion
:$8,712
0.21%
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.
Acclivity Mid Cap Multi-Style Fund AXMNX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer