Ave Maria Value Fund
Shareclass
Ave Maria Value (AVEMX)
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 Value Fund
FUND COVERAGE
# of holdings25
% of assets70%
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
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. SLB1.95%$9.73M
- 2. Occidental Petroleum Corp0.8%$4M
- 3. VeriSign Inc2.22%$11.07M
- 4. TD Synnex Corp5.02%$25.1M
- 5. Alcon Inc2.47%$12.37M
- 6. Wheaton Precious Metals Corp4.52%$22.59M
- 7. YETI Holdings Inc0.56%$2.81M
- 8. Intercontinental Exchange Inc2.72%$13.6M
- 9. Expand Energy Corp Ordinary Shares - New2.82%$14.08M
- 10. CDW Corp2.08%$10.42M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp Class A1.96%$9.8M
- 2. Chemed Corp1.26%$6.32M
- 3. Brown & Brown Inc3.24%$16.21M
- 4. A.O. Smith Corp2.62%$13.09M
- 5. Haemonetics Corp1.3%$6.49M
- 6. The St. Joe Co2.7%$13.51M
- 7. Mirion Technologies Inc Ordinary Shares Class A2.97%$14.86M
- 8. Builders FirstSource Inc1.8%$9.01M
- 9. Franco-Nevada Corp3.77%$18.84M
- 10. Armstrong World Industries Inc3.06%$15.27M
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 Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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 Value Fund AVEMX
Environment
Social
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