AXS FTSE Venture Capital Return Tracker Fund
Shareclass
AXS FTSE Vntr Cptl RetTrckr C (LDVCX)
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 AXS FTSE Venture Capital Return Tracker Fund
FUND COVERAGE
# of holdings142
% of assets88%
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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. Procter & Gamble Co0.29%$331,704
- 2. Boston Scientific Corp0.25%$291,189
- 3. Bank of America Corp0.26%$293,715
- 4. Mondelez International Inc Class A0.07%$77,421
- 5. Mastercard Inc Class A3.61%$4.14M
- 6. Philip Morris International Inc0.19%$214,549
- 7. JPMorgan Chase & Co0.63%$727,094
- 8. Wells Fargo & Co0.19%$222,974
- 9. Uber Technologies Inc2.27%$2.6M
- 10. Accenture PLC Class A2.2%$2.52M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. AST SpaceMobile Inc Ordinary Shares - Class A<0.01%$5,561
- 2. Roblox Corp Ordinary Shares - Class A0.76%$869,373
- 3. Strategy Class A1.15%$1.32M
- 4. Palantir Technologies Inc Ordinary Shares - Class A3.57%$4.1M
- 5. AppLovin Corp Ordinary Shares - Class A1.26%$1.45M
- 6. Berkshire Hathaway Inc Class B1.69%$1.94M
- 7. Charter Communications Inc Class A0.02%$25,755
- 8. CrowdStrike Holdings Inc Class A1.56%$1.79M
- 9. Snowflake Inc Ordinary Shares0.93%$1.06M
- 10. Fair Isaac Corp0.52%$595,915
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 AXS FTSE Venture Capital Return Tracker Fund
Totals
Holdings
Assets
Weight
Prisons
7
$11.79M
10%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
9
$20.24M
18%
Borders high risk
2
$4.5M
3.92%
Total
13
$22.79M
20%
Holdings — 13 flagged holdings
1.
Microsoft Corp
:$4.66M
4.06%
2.
Alphabet Inc Class A
:$4.42M
3.86%
3.
Palantir Technologies Inc Ordinary Shares - Class A
:$4.1M
3.57%
4.
Salesforce Inc
:$3.54M
3.08%
5.
Accenture PLC Class A
:$2.52M
2.2%
6.
Berkshire Hathaway Inc Class B
$1.94M
1.69%
7.
Walmart Inc
$402,951
0.35%
8.
RTX Corp
:$402,723
0.35%
9.
Thermo Fisher Scientific Inc
:$322,341
0.28%
10.
Elevance Health Inc
$176,199
0.15%
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.
AXS FTSE Venture Capital Return Tracker Fund LDVCX
Environment
Social
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