ACR Opportunity Fund
Shareclass
ACR Opportunity Fund I Shares (ACROX)
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 ACR Opportunity Fund
FUND COVERAGE
# of holdings30
% of assets77%
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
7 / 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. Vodafone Group PLC ADR5.49%$5.14M
- 2. Citigroup Inc4.12%$3.86M
- 3. General Motors Co4.86%$4.56M
- 4. Chevron Corp1.37%$1.28M
- 5. Vistry Group PLC2.29%$2.15M
- 6. Barclays PLC ADR5.24%$4.91M
- 7. Arrow Electronics Inc1.75%$1.64M
- 8. Ashtead Group PLC2.31%$2.17M
- 9. Dell Technologies Inc Ordinary Shares - Class C2.61%$2.44M
- 10. FedEx Corp2.84%$2.66M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Core Scientific Inc Ordinary Shares - New0.81%$760,550
- 2. Lennar Corp Class B0.88%$826,670
- 3. Magna International Inc2.86%$2.69M
- 4. Thor Industries Inc1.17%$1.1M
- 5. Fairfax Financial Holdings Ltd Shs Subord.Vtg3.31%$3.1M
- 6. Power Corporation of Canada Shs Subord.Voting3.16%$2.96M
- 7. B&M European Value Retail SA1.84%$1.72M
- 8. MGM Resorts International1.69%$1.59M
- 9. DCC PLC2.44%$2.29M
- 10. Budweiser Brewing Co APAC Ltd2.55%$2.39M
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 ACR Opportunity Fund
Totals
Holdings
Assets
Weight
Prisons
2
$7.66M
8.17%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$4.56M
4.86%
Borders high risk
0
$0
0%
Total
2
$7.66M
8.17%
Holdings — 2 flagged holdings
1.
General Motors Co
:$4.56M
4.86%
2.
Fairfax Financial Holdings Ltd Shs Subord.Vtg
$3.1M
3.31%
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.
ACR Opportunity Fund ACROX
Environment
Social
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