AUXIER FOCUS FUND - Forum Funds
Shareclass
AUXIER FOCUS FUND Investor Shares (AUXFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund AUXIER FOCUS FUND - Forum Funds
FUND COVERAGE
# of holdings105
% of assets90%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 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. Diageo PLC0.1%$304,964
- 2. Procter & Gamble Co/The0.14%$449,993
- 3. Biogen Inc0.07%$227,907
- 4. BP PLC1.4%$4.43M
- 5. Bank of America Corp3.42%$10.82M
- 6. Mastercard Inc4.91%$15.52M
- 7. Citigroup Inc0.96%$3.03M
- 8. Philip Morris International Inc4.54%$14.34M
- 9. Telefonica SA0.04%$138,181
- 10. Wells Fargo & Co0.21%$652,400
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc0.01%$47,040
- 2. Ryan Specialty Holdings Inc0.03%$87,771
- 3. Berkshire Hathaway Inc2.53%$8M
- 4. Americold Realty Trust Inc<0.01%$12,860
- 5. FirstService Corp0.28%$873,456
- 6. Genuine Parts Co0.15%$464,174
- 7. Ulta Beauty Inc<0.01%$30,250
- 8. Celanese Corp0.19%$601,433
- 9. Monster Beverage Corp1.69%$5.34M
- 10. Grand Canyon Education Inc0.71%$2.25M
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 AUXIER FOCUS FUND - Forum Funds
Totals
Holdings
Assets
Weight
Prisons
10.0
$64.15M
20%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
6.0
$38.74M
12%
Borders high risk
2.0
$5.29M
1.67%
Total
12.0
$69.43M
22%
Holdings — 12 flagged holdings
1.
Microsoft Corp
:$19.34M
6.12%
2.
Alphabet Inc
:$12.69M
4.02%
3.
Kroger Co/The
$12.01M
3.8%
4.
Berkshire Hathaway Inc
$8M
2.53%
5.
RTX Corp
:$5.19M
1.64%
6.
Elevance Health Inc
$4.26M
1.35%
7.
Walmart Inc
$4.16M
1.32%
8.
General Motors Co
:$1.27M
0.4%
9.
McDonald's Corp
$1.18M
0.37%
10.
Yum! Brands Inc
$1.07M
0.34%
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.
AUXIER FOCUS FUND - Forum Funds AUXFX
Environment
Social
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