Cantor Fitzgerald Equity Opportunity Fund

Shareclass
Cantor Fitzgerald Equity Opp Inst (ATGYX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Cantor Fitzgerald Equity Opportunity Fund

FUND COVERAGE
# of holdings45
% of assets97%
Score
48 / 100
Rank

84.3 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #171 out of 1,085

Grade
A

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

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Exelon Corp
         % of fund invested: 0.65%
         $USD invested: $495,110
  • 2. Xylem Inc
         % of fund invested: 1.16%
         $USD invested: $885,000
  • 3. VICI Properties Inc Ordinary Shares
         % of fund invested: 3%
         $USD invested: $2.28M
  • 4. Huntington Bancshares Inc
         % of fund invested: 1.2%
         $USD invested: $915,310
  • 5. Workday Inc Class A
         % of fund invested: 2.53%
         $USD invested: $1.93M
  • 6. MetLife Inc
         % of fund invested: 3.24%
         $USD invested: $2.47M
  • 7. American Tower Corp
         % of fund invested: 1.51%
         $USD invested: $1.15M
  • 8. Entergy Corp
         % of fund invested: 0.73%
         $USD invested: $559,140
  • 9. State Street Corp
         % of fund invested: 0.76%
         $USD invested: $580,050
  • 10. Bank of New York Mellon Corp
         % of fund invested: 1.29%
         $USD invested: $980,640
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 3.82%
         $USD invested: $2.91M
  • 2. Steel Dynamics Inc
         % of fund invested: 1.1%
         $USD invested: $836,580
  • 3. Allison Transmission Holdings Inc
         % of fund invested: 2.23%
         $USD invested: $1.7M
  • 4. Comfort Systems USA Inc
         % of fund invested: 3.09%
         $USD invested: $2.35M
  • 5. AeroVironment Inc
         % of fund invested: 2.07%
         $USD invested: $1.57M
  • 6. Vulcan Materials Co
         % of fund invested: 0.81%
         $USD invested: $615,240
  • 7. AZZ Inc
         % of fund invested: 3.17%
         $USD invested: $2.41M
  • 8. Cadence Design Systems Inc
         % of fund invested: 3.68%
         $USD invested: $2.8M
  • 9. Barrick Mining Corp
         % of fund invested: 3.44%
         $USD invested: $2.62M
  • 10. Quanta Services Inc
         % of fund invested: 3.26%
         $USD invested: $2.49M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Cantor Fitzgerald Equity Opportunity Fund

Totals

Holdings
Assets
Weight
Prisons
1
$2.03M
2.67%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$3.61M
4.74%
     Borders high risk
0
$0
0%
Total
2
$3.61M
4.74%
Full fund results

Holdings — 2 flagged holdings

1.
First Horizon Corp
Prisons
Borders
$2.03M
2.67%
Prisons
Borders :
$2.03M
2.67%
2.
AeroVironment Inc
Borders
$1.57M
2.07%
Borders :
$1.57M
2.07%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer