Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Ariel Fund
FUND COVERAGE
# of holdings28
% 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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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. JM Smucker Co2.79%$66.31M
- 2. Jones Lang LaSalle Inc3.14%$74.68M
- 3. Charles River Laboratories International Inc3.58%$84.96M
- 4. Northern Trust Corp3.02%$71.84M
- 5. Paramount Skydance Corp Ordinary Shares - Class B3.12%$74M
- 6. Adtalem Global Education Inc3.86%$91.77M
- 7. Lazard Inc4.05%$96.11M
- 8. Norwegian Cruise Line Holdings Ltd2.5%$59.44M
- 9. BOK Financial Corp2.07%$49.26M
- 10. Affiliated Managers Group Inc3.87%$91.89M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Madison Square Garden Sports Corp Class A1.73%$41.14M
- 2. Gentex Corp2.11%$50.02M
- 3. The Middleby Corp1.17%$27.87M
- 4. The Carlyle Group Inc4.49%$106.54M
- 5. Axalta Coating Systems Ltd2.07%$49.28M
- 6. Mohawk Industries Inc3.27%$77.68M
- 7. ADT Inc2.84%$67.36M
- 8. Envista Holdings Corp Ordinary Shares4.18%$99.35M
- 9. Boyd Gaming Corp4.31%$102.4M
- 10. Bio-Rad Laboratories Inc Class A3.53%$83.74M
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 Ariel Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$106.54M
4.49%
Borders high risk
1
$106.54M
4.49%
Total
1
$106.54M
4.49%
Holdings — 1 flagged holdings
1.
The Carlyle Group Inc
:$106.54M
4.49%
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.
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