Aristotle Growth Equity Fd
Shareclass
Aristotle Growth Equity I (ARIGX)
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 Aristotle Growth Equity Fd
FUND COVERAGE
# of holdings39
% of assets98%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. Uber Technologies Inc1.16%$2.54M
- 2. Vertex Pharmaceuticals Inc0.72%$1.56M
- 3. Microsoft Corp12%$26.47M
- 4. S&P Global Inc0.86%$1.88M
- 5. HubSpot Inc0.81%$1.76M
- 6. ServiceNow Inc1%$2.18M
- 7. Meta Platforms Inc Class A4.41%$9.62M
- 8. Visa Inc Class A3.67%$8.01M
- 9. Alphabet Inc Class A4.72%$10.31M
- 10. UnitedHealth Group Inc0.47%$1.02M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.5%$1.09M
- 2. CrowdStrike Holdings Inc Class A1.04%$2.27M
- 3. O'Reilly Automotive Inc1.48%$3.22M
- 4. Chart Industries Inc0.77%$1.68M
- 5. Coinbase Global Inc Ordinary Shares - Class A0.53%$1.15M
- 6. Broadcom Inc5.73%$12.51M
- 7. Darling Ingredients Inc0.73%$1.58M
- 8. Norfolk Southern Corp1.12%$2.45M
- 9. Quanta Services Inc1.48%$3.23M
- 10. Take-Two Interactive Software Inc1.27%$2.77M
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 Aristotle Growth Equity Fd
Totals
Holdings
Assets
Weight
Prisons
4
$55.57M
25%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$52.15M
24%
Borders high risk
0
$0
0%
Total
4
$55.57M
25%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$26.47M
12%
2.
Amazon.com Inc
:$15.38M
7.05%
3.
Alphabet Inc Class A
:$10.31M
4.72%
4.
Costco Wholesale Corp
$3.41M
1.56%
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.
Aristotle Growth Equity Fd ARIGX
Environment
Social
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