Asset Management Fund Large Cap Equity Fund
Shareclass
AMF Large Cap Equity AMF (IICAX)
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 Asset Management Fund Large Cap Equity Fund
FUND COVERAGE
# of holdings51
% of assets96%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.54%$747,516
- 2. Bank of America Corp0.73%$353,040
- 3. Mastercard Inc Class A4.21%$2.05M
- 4. Citigroup Inc0.74%$361,536
- 5. JPMorgan Chase & Co1.63%$792,000
- 6. Accenture PLC Class A3.25%$1.58M
- 7. Bristol-Myers Squibb Co0.96%$468,316
- 8. The Goldman Sachs Group Inc1.11%$540,405
- 9. Verizon Communications Inc0.23%$109,900
- 10. Microsoft Corp4.11%$2M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Microchip Technology Inc2%$975,072
- 2. Garmin Ltd2.5%$1.22M
- 3. NextEra Energy Inc1.7%$826,488
- 4. Broadcom Inc4.77%$2.32M
- 5. Simon Property Group Inc0.21%$103,876
- 6. CSX Corp3.11%$1.52M
- 7. Costco Wholesale Corp4.27%$2.08M
- 8. Booking Holdings Inc1.47%$717,461
- 9. Aflac Inc1.28%$621,240
- 10. The Home Depot Inc3.18%$1.55M
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 Asset Management Fund Large Cap Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$7.13M
15%
Prisons high risk
1
$830,760
1.71%
Private prisons
0
$0
0%
Borders
5
$6.85M
14%
Borders high risk
1
$830,760
1.71%
Total
7
$9.25M
19%
Holdings — 7 flagged holdings
1.
Costco Wholesale Corp
$2.08M
4.27%
2.
Microsoft Corp
:$2M
4.11%
3.
Alphabet Inc Class A
:$1.91M
3.91%
4.
Accenture PLC Class A
:$1.58M
3.25%
5.
Motorola Solutions Inc
:$830,760
1.71%
6.
Salesforce Inc
:$530,740
1.09%
7.
McDonald's Corp
$313,850
0.64%
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.
Asset Management Fund Large Cap Equity Fund IICAX
Environment
Social
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