Capital Advisors Growth Fund
Shareclass
Capital Advisors Growth Investor (CIAOX)
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 Capital Advisors Growth Fund
FUND COVERAGE
# of holdings35
% 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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 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 Co1.76%$2.77M
- 2. JPMorgan Chase & Co5.7%$9.01M
- 3. Accenture PLC Class A1.32%$2.08M
- 4. Uber Technologies Inc1.25%$1.98M
- 5. PepsiCo Inc1.89%$2.99M
- 6. Microsoft Corp7.19%$11.37M
- 7. Ecolab Inc1.55%$2.44M
- 8. Freeport-McMoRan Inc1.56%$2.47M
- 9. Stryker Corp2.18%$3.45M
- 10. Visa Inc Class A1.66%$2.62M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. IonQ Inc Class A0.75%$1.18M
- 2. Brookfield Corp Registered Shs -A- Limited Vtg2.05%$3.24M
- 3. Berkshire Hathaway Inc Class B2.34%$3.7M
- 4. MercadoLibre Inc1.7%$2.69M
- 5. Applied Materials Inc2.91%$4.6M
- 6. Sea Ltd ADR1.88%$2.98M
- 7. Waste Management Inc1.43%$2.26M
- 8. Danaher Corp1.61%$2.54M
- 9. Rockwell Automation Inc1.66%$2.62M
- 10. Apple Inc5.42%$8.57M
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 Capital Advisors Growth Fund
Totals
Holdings
Assets
Weight
Prisons
4
$31.95M
20%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$30.34M
19%
Borders high risk
0
$0
0%
Total
5
$34.03M
22%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$11.37M
7.19%
2.
Amazon.com Inc
:$8.9M
5.63%
3.
Alphabet Inc Class C
:$7.99M
5.05%
4.
Berkshire Hathaway Inc Class B
$3.7M
2.34%
5.
Accenture PLC Class A
:$2.08M
1.32%
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.
Capital Advisors Growth Fund CIAOX
Environment
Social
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