Aristotle Value Equity Fund - Aristotle Fund Series Trust
Shareclass
Aristotle Value Equity Fund Class R6 (ARRQX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Aristotle Value Equity Fund - Aristotle Fund Series Trust
FUND COVERAGE
# of holdings45
% 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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 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 Co/The1.65%$8.25M
- 2. Wells Fargo & Co2.42%$12.11M
- 3. Uber Technologies Inc2.08%$10.41M
- 4. Verizon Communications Inc1.95%$9.74M
- 5. Microsoft Corp4.01%$20.07M
- 6. Merck & Co Inc1.78%$8.93M
- 7. TotalEnergies SE1.88%$9.39M
- 8. Amgen Inc2.51%$12.57M
- 9. Ecolab Inc2.45%$12.26M
- 10. Coca-Cola Co/The2.05%$10.27M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp2.12%$10.61M
- 2. Lennar Corp<0.01%$7,419
- 3. Blackstone Inc2.02%$10.13M
- 4. Oshkosh Corp1.55%$7.75M
- 5. Teledyne Technologies Inc2.05%$10.27M
- 6. Microchip Technology Inc1.88%$9.44M
- 7. RPM International Inc1.88%$9.4M
- 8. Martin Marietta Materials Inc2.93%$14.69M
- 9. Cullen/Frost Bankers Inc1.5%$7.52M
- 10. Synopsys Inc2.17%$10.85M
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 Aristotle Value Equity Fund - Aristotle Fund Series Trust
Totals
Holdings
Assets
Weight
Prisons
2.0
$39.62M
7.91%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
4.0
$60.86M
12%
Borders high risk
2.0
$21.24M
4.24%
Total
4.0
$60.86M
12%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$20.07M
4.01%
2.
Alphabet Inc
:$19.55M
3.9%
3.
General Dynamics Corp
:$10.98M
2.19%
4.
Teledyne Technologies Inc
:$10.27M
2.05%
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 Value Equity Fund - Aristotle Fund Series Trust ARRQX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer