Black Oak Emerging Technology Fund
Shareclass
Black Oak Emerging Technology (BOGSX)
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 Black Oak Emerging Technology Fund
FUND COVERAGE
# of holdings26
% 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
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. PayPal Holdings Inc1.64%$1.05M
- 2. Salesforce Inc2.95%$1.89M
- 3. Palo Alto Networks Inc1.4%$899,797
- 4. Intuitive Surgical Inc2.96%$1.9M
- 5. F5 Inc5.6%$3.6M
- 6. Amdocs Ltd2.59%$1.67M
- 7. NVIDIA Corp7.3%$4.69M
- 8. KLA Corp6.48%$4.17M
- 9. Lam Research Corp5.13%$3.3M
- 10. Diodes Inc2.13%$1.37M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Palantir Technologies Inc Ordinary Shares - Class A1.99%$1.28M
- 2. AppLovin Corp Ordinary Shares - Class A3.35%$2.16M
- 3. Clear Secure Inc Ordinary Shares Class A2.33%$1.5M
- 4. CrowdStrike Holdings Inc Class A4.25%$2.73M
- 5. Advanced Energy Industries Inc4.65%$2.99M
- 6. Kulicke & Soffa Industries Inc2.82%$1.81M
- 7. Zscaler Inc2.87%$1.84M
- 8. Applied Industrial Technologies Inc4.04%$2.6M
- 9. Paylocity Holding Corp2.21%$1.42M
- 10. Fortinet Inc3.4%$2.18M
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 Black Oak Emerging Technology Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$3.17M
4.93%
Borders high risk
1
$1.28M
1.99%
Total
2
$3.17M
4.93%
Holdings — 2 flagged holdings
1.
Salesforce Inc
:$1.89M
2.95%
2.
Palantir Technologies Inc Ordinary Shares - Class A
:$1.28M
1.99%
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.
Black Oak Emerging Technology Fund BOGSX
Environment
Social
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