Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Auxier Focus Fund
FUND COVERAGE
# of holdings105
% of assets92%
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. International Flavors & Fragrances Inc0.04%$132,249
- 2. Diageo PLC ADR0.11%$337,345
- 3. Procter & Gamble Co0.15%$482,461
- 4. Biogen Inc0.06%$181,404
- 5. Dow Inc0.21%$652,542
- 6. BP PLC ADR1.41%$4.39M
- 7. Bank of America Corp3.28%$10.23M
- 8. Unilever PLC ADR1.03%$3.23M
- 9. Mastercard Inc Class A4.95%$15.47M
- 10. Citigroup Inc0.84%$2.64M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Ryan Specialty Holdings Inc Class A0.03%$95,812
- 2. Berkshire Hathaway Inc Class B2.56%$8.01M
- 3. FirstService Corp Ordinary Shares0.34%$1.07M
- 4. Genuine Parts Co0.17%$523,215
- 5. Ulta Beauty Inc<0.01%$27,338
- 6. Celanese Corp Class A0.19%$598,588
- 7. Monster Beverage Corp1.5%$4.68M
- 8. Grand Canyon Education Inc0.95%$2.96M
- 9. Builders FirstSource Inc0.02%$48,500
- 10. Charles Schwab Corp0.02%$62,056
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
Totals
Holdings
Assets
Weight
Prisons
10
$62.88M
20%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$36.72M
12%
Borders high risk
2
$4.83M
1.55%
Total
12
$67.71M
22%
Holdings — 12 flagged holdings
1.
Microsoft Corp
:$21.06M
6.74%
2.
The Kroger Co
$12.96M
4.15%
3.
Alphabet Inc Class A
:$9.86M
3.16%
4.
Berkshire Hathaway Inc Class B
$8.01M
2.56%
5.
RTX Corp
:$4.73M
1.51%
6.
Elevance Health Inc
$3.93M
1.26%
7.
Walmart Inc
$3.85M
1.23%
8.
McDonald's Corp
$1.18M
0.38%
9.
Yum Brands Inc
$1.07M
0.34%
10.
General Motors Co
:$951,132
0.3%
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 AUXAX
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