Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Al Frank Fund
FUND COVERAGE
# of holdings64
% of assets94%
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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp2%$1.32M
- 2. JPMorgan Chase & Co3.33%$2.2M
- 3. Johnson & Johnson1.29%$855,400
- 4. Bristol-Myers Squibb Co1.29%$856,134
- 5. The Goldman Sachs Group Inc2.48%$1.65M
- 6. Prudential Financial Inc1.86%$1.24M
- 7. General Motors Co1.67%$1.11M
- 8. Verizon Communications Inc0.72%$475,970
- 9. Microsoft Corp2.82%$1.87M
- 10. Merck & Co Inc0.84%$554,120
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Abercrombie & Fitch Co Class A0.44%$289,975
- 2. Encompass Health Corp<0.01%$123
- 3. Tyson Foods Inc Class A0.81%$539,821
- 4. EnerSys0.84%$557,505
- 5. Celanese Corp Class A0.63%$414,975
- 6. Norfolk Southern Corp1.64%$1.09M
- 7. International Paper Co1.45%$960,015
- 8. Digital Realty Trust Inc1.45%$958,815
- 9. Qualcomm Inc1.44%$955,560
- 10. Zimmer Biomet Holdings Inc0.69%$456,050
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 Al Frank Fund
Totals
Holdings
Assets
Weight
Prisons
8
$8.16M
12%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$6.15M
9.28%
Borders high risk
1
$1.07M
1.61%
Total
10
$9.83M
15%
Holdings — 10 flagged holdings
1.
Microsoft Corp
:$1.87M
2.82%
2.
Alphabet Inc Class C
:$1.51M
2.28%
3.
General Motors Co
:$1.11M
1.67%
4.
Walmart Inc
$1.08M
1.62%
5.
Lockheed Martin Corp
:$1.07M
1.61%
6.
Cardinal Health Inc
$1.01M
1.52%
7.
Benchmark Electronics Inc
:$601,865
0.91%
8.
Archer-Daniels-Midland Co
$567,385
0.86%
9.
Tyson Foods Inc Class A
$539,821
0.81%
10.
Target Corp
$493,250
0.74%
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.
Al Frank Fund VALAX
Environment
Social
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