Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Bruce Fund
FUND COVERAGE
# of holdings27
% of assets75%
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
26 / 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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. The Chemours Co1.13%$3.96M
- 2. Merck & Co Inc4.29%$15.11M
- 3. AbbVie Inc6.58%$23.15M
- 4. AT&T Inc3.61%$12.71M
- 5. Newmont Corp2.4%$8.43M
- 6. Pfizer Inc1.81%$6.37M
- 7. Duke Energy Corp5.28%$18.56M
- 8. Abbott Laboratories4.95%$17.41M
- 9. CMS Energy Corp3.12%$10.99M
- 10. AerCap Holdings NV6.19%$21.78M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Supernus Pharmaceuticals Inc1.12%$3.92M
- 2. U-Haul Holding Co Ordinary Shares - Series N5.57%$19.6M
- 3. U-Haul Holding Co1.1%$3.88M
- 4. Bausch Health Companies Inc0.13%$451,500
- 5. NextEra Energy Inc5.79%$20.38M
- 6. Darling Ingredients Inc1.05%$3.7M
- 7. Ashland Inc0.2%$718,650
- 8. Bunge Global SA1.85%$6.5M
- 9. Viatris Inc0.16%$552,766
- 10. Archer-Daniels-Midland Co1.7%$5.97M
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 Bruce Fund
Totals
Holdings
Assets
Weight
Prisons
1
$5.97M
1.7%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$12.71M
3.61%
Borders high risk
0
$0
0%
Total
2
$18.68M
5.31%
Holdings — 2 flagged holdings
1.
AT&T Inc
:$12.71M
3.61%
2.
Archer-Daniels-Midland Co
$5.97M
1.7%
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.
Bruce Fund BRUFX
Environment
Social
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