Aristotle Value Equity Fund
Shareclass
Aristotle Value Equity I-2 (AIQQX)
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 Value Equity Fund
FUND COVERAGE
# of holdings45
% of assets99%
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
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 Co1.76%$9.74M
- 2. Wells Fargo & Co1.77%$9.81M
- 3. Uber Technologies Inc2.45%$13.54M
- 4. Verizon Communications Inc2.09%$11.58M
- 5. Microsoft Corp4.33%$23.98M
- 6. Merck & Co Inc1.52%$8.4M
- 7. TotalEnergies SE ADR1.75%$9.71M
- 8. Amgen Inc2.22%$12.3M
- 9. Ecolab Inc2.57%$14.21M
- 10. Coca-Cola Co2.06%$11.39M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp Class A2.62%$14.52M
- 2. Lennar Corp Class B<0.01%$9,359
- 3. Blackstone Inc2.26%$12.49M
- 4. Oshkosh Corp1.56%$8.65M
- 5. Teledyne Technologies Inc2.38%$13.19M
- 6. Microchip Technology Inc1.89%$10.45M
- 7. RPM International Inc2.14%$11.84M
- 8. Martin Marietta Materials Inc3.01%$16.64M
- 9. Cullen/Frost Bankers Inc1.54%$8.53M
- 10. Synopsys Inc2.32%$12.83M
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
Totals
Holdings
Assets
Weight
Prisons
2
$41.32M
7.47%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$67.02M
12%
Borders high risk
2
$25.7M
4.64%
Total
4
$67.02M
12%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$23.98M
4.33%
2.
Alphabet Inc Class C
:$17.34M
3.13%
3.
Teledyne Technologies Inc
:$13.19M
2.38%
4.
General Dynamics Corp
:$12.51M
2.26%
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 AIQQX
Environment
Social
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