Ave Maria Rising Dividend Fund
Shareclass
Ave Maria Rising Dividend (AVEDX)
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 Ave Maria Rising Dividend Fund
FUND COVERAGE
# of holdings35
% 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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 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. Mastercard Inc Class A4.07%$44.65M
- 2. Accenture PLC Class A2.88%$31.59M
- 3. S&P Global Inc3%$32.91M
- 4. Coca-Cola Europacific Partners PLC2.68%$29.32M
- 5. Zoetis Inc Class A1.28%$14.08M
- 6. Chevron Corp2.93%$32.12M
- 7. Chubb Ltd3.89%$42.64M
- 8. Lockheed Martin Corp2.7%$29.62M
- 9. Lowe's Companies Inc3.18%$34.84M
- 10. Watsco Inc Ordinary Shares1.65%$18.11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp Class A3.07%$33.6M
- 2. Brookfield Corp Registered Shs -A- Limited Vtg1.5%$16.43M
- 3. Chemed Corp3.76%$41.22M
- 4. Brown & Brown Inc3.11%$34.13M
- 5. A.O. Smith Corp2.28%$24.95M
- 6. SharkNinja Inc0.43%$4.68M
- 7. Fastenal Co4.08%$44.69M
- 8. Genuine Parts Co3.81%$41.8M
- 9. Fidelity National Financial Inc2.73%$29.94M
- 10. Synopsys Inc1.31%$14.36M
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 Rising Dividend Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$97.29M
8.88%
Borders high risk
2
$65.71M
6%
Total
3
$97.29M
8.88%
Holdings — 3 flagged holdings
1.
L3Harris Technologies Inc
:$36.09M
3.29%
2.
Accenture PLC Class A
:$31.59M
2.88%
3.
Lockheed Martin Corp
:$29.62M
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 Rising Dividend Fund AVEDX
Environment
Social
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