Amana Mutual Funds Trust Income Fund
Shareclass
Amana Income Investor (AMANX)
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 Amana Mutual Funds Trust Income Fund
FUND COVERAGE
# of holdings33
% of assets80%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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 Co0.93%$19.51M
- 2. Novartis AG ADR1.81%$37.88M
- 3. Danone SA0.25%$5.23M
- 4. Unilever PLC ADR1.34%$28.16M
- 5. Colgate-Palmolive Co1.72%$35.97M
- 6. Johnson & Johnson1.46%$30.59M
- 7. Microsoft Corp9.88%$207.18M
- 8. Merck & Co Inc0.49%$10.32M
- 9. Kimberly-Clark Corp1.78%$37.3M
- 10. AbbVie Inc1.44%$30.1M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Genuine Parts Co2.52%$52.95M
- 2. Broadcom Inc4.72%$98.97M
- 3. Komatsu Ltd0.17%$3.49M
- 4. Nintendo Co Ltd3.1%$64.98M
- 5. Illinois Tool Works Inc3.73%$78.23M
- 6. The Home Depot Inc0.91%$19.04M
- 7. United Parcel Service Inc Class B1.19%$25.06M
- 8. Linde PLC2.94%$61.75M
- 9. Ferguson Enterprises Inc2.14%$44.92M
- 10. Rockwell Automation Inc5%$104.86M
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.
Positive Investment. More
US-SIF member fund managers: want to update your statement? Contact us
EXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Amana Mutual Funds Trust Income Fund
Totals
Holdings
Assets
Weight
Prisons
1
$207.18M
9.88%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$207.18M
9.88%
Borders high risk
0
$0
0%
Total
1
$207.18M
9.88%
Holdings — 1 flagged holdings
1.
Microsoft Corp
:$207.18M
9.88%
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.
Amana Mutual Funds Trust Income Fund AMANX
Environment
Social
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