Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund AMG Yacktman Fund
FUND COVERAGE
# of holdings41
% of assets74%
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
8 / 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. Procter & Gamble Co2.76%$188.99M
- 2. Bollore SE7.34%$501.9M
- 3. PepsiCo Inc2.46%$168.53M
- 4. Johnson & Johnson2.08%$142.34M
- 5. Northrop Grumman Corp1.16%$79.21M
- 6. Colgate-Palmolive Co0.82%$55.96M
- 7. Microsoft Corp4.7%$321.13M
- 8. Coca-Cola Co1.26%$86.22M
- 9. eBay Inc1.33%$90.95M
- 10. Brenntag SE0.53%$35.95M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. U-Haul Holding Co Ordinary Shares - Series N2.2%$150.16M
- 2. U-Haul Holding Co0.25%$17.12M
- 3. Talen Energy Corp Ordinary Shares New2.18%$148.88M
- 4. Canadian Natural Resources Ltd5.14%$351.56M
- 5. Reliance Inc2.05%$140.42M
- 6. Berkshire Hathaway Inc Class B1.62%$110.6M
- 7. Tyson Foods Inc Class A1.11%$76.02M
- 8. Darling Ingredients Inc0.45%$31.02M
- 9. Charles Schwab Corp3.7%$253M
- 10. Cognizant Technology Solutions Corp Class A2.06%$140.85M
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 AMG Yacktman Fund
Totals
Holdings
Assets
Weight
Prisons
5
$781.68M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$732.92M
11%
Borders high risk
3
$231.56M
3.39%
Total
8
$1.01B
15%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$321.13M
4.7%
2.
Alphabet Inc Class C
:$180.23M
2.64%
3.
Berkshire Hathaway Inc Class B
$110.6M
1.62%
4.
Elevance Health Inc
$93.7M
1.37%
5.
L3Harris Technologies Inc
:$82.46M
1.21%
6.
Northrop Grumman Corp
:$79.21M
1.16%
7.
Tyson Foods Inc Class A
$76.02M
1.11%
8.
Lockheed Martin Corp
:$69.89M
1.02%
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.
AMG Yacktman Fund YACKX
Environment
Social
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