Avantis® U.S. Equity Fund
Shareclass
Avantis® U.S. Equity Institutional (AVUSX)
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 Avantis® U.S. Equity Fund
FUND COVERAGE
# of holdings1,031
% 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. International Flavors & Fragrances Inc0.02%$151,511
- 2. Procter & Gamble Co0.35%$3.23M
- 3. Biogen Inc0.03%$264,051
- 4. Dow Inc0.06%$529,752
- 5. Boston Scientific Corp0.13%$1.18M
- 6. Marriott International Inc Class A0.04%$384,409
- 7. Bank of America Corp0.48%$4.44M
- 8. Mondelez International Inc Class A0.06%$526,747
- 9. Hologic Inc0.02%$225,484
- 10. Mastercard Inc Class A0.69%$6.29M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc0.01%$129,258
- 2. Red Rock Resorts Inc Class A0.01%$127,738
- 3. EchoStar Corp Class A0.03%$310,785
- 4. Servisfirst Bancshares Inc0.02%$148,819
- 5. Supernus Pharmaceuticals Inc<0.01%$59,546
- 6. Axos Financial Inc0.02%$210,355
- 7. FTAI Aviation Ltd0.05%$498,077
- 8. Liberty Broadband Corp Registered Shs Series -C-0.02%$176,641
- 9. Liberty Broadband Corp Registered Shs Series -A-<0.01%$28,688
- 10. Seaport Entertainment Group Inc<0.01%$3,576
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 Avantis® U.S. Equity Fund
Totals
Holdings
Assets
Weight
Prisons
31
$149.96M
16%
Prisons high risk
6
$2.75M
0.3%
Private prisons
0
$0
0%
Borders
31
$137.39M
15%
Borders high risk
16
$11M
1.2%
Total
48
$166.82M
18%
Holdings — 48 flagged holdings
1.
Microsoft Corp
:$42.47M
4.63%
2.
Amazon.com Inc
:$33.17M
3.62%
3.
Alphabet Inc Class A
:$20.45M
2.23%
4.
Alphabet Inc Class C
:$16.54M
1.81%
5.
Costco Wholesale Corp
$7.9M
0.86%
6.
Berkshire Hathaway Inc Class B
$7.18M
0.78%
7.
Walmart Inc
$5.61M
0.61%
8.
AT&T Inc
:$4.67M
0.51%
9.
General Motors Co
:$2.53M
0.28%
10.
Palantir Technologies Inc Ordinary Shares - Class A
:$2.45M
0.27%
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.
Avantis® U.S. Equity Fund AVUSX
Environment
Social
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