Ave Maria Growth Fund
Shareclass
Ave Maria Growth (AVEGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Ave Maria Growth Fund
FUND COVERAGE
# of holdings28
% of assets89%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A7.39%$84.53M
- 2. Accenture PLC Class A2.7%$30.94M
- 3. S&P Global Inc4.6%$52.65M
- 4. Zoetis Inc Class A1.37%$15.64M
- 5. AptarGroup Inc3.29%$37.6M
- 6. Chubb Ltd0.84%$9.63M
- 7. Lowe's Companies Inc2.95%$33.81M
- 8. Watsco Inc Ordinary Shares1.76%$20.12M
- 9. Moodys Corp1.56%$17.84M
- 10. NVIDIA Corp9.44%$107.99M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp Class A5.96%$68.26M
- 2. Chemed Corp1%$11.45M
- 3. APi Group Corp8.39%$96.07M
- 4. Shift4 Payments Inc Class A0.99%$11.3M
- 5. O'Reilly Automotive Inc6.02%$68.95M
- 6. Entegris Inc1.46%$16.75M
- 7. BlackLine Inc2.8%$32.08M
- 8. Synopsys Inc0.72%$8.21M
- 9. Rambus Inc2.45%$28.06M
- 10. Silicon Laboratories Inc2.26%$25.9M
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 Ave Maria Growth Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$30.94M
2.7%
Borders high risk
0
$0
0%
Total
1
$30.94M
2.7%
Holdings — 1 flagged holdings
1.
Accenture PLC Class A
:$30.94M
2.7%
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.
Ave Maria Growth Fund AVEGX
Environment
Social
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