Carillon ClariVest Capital Appreciation Fund
Shareclass
Carillon ClariVest Capital Apprec A (HRCPX)
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 Carillon ClariVest Capital Appreciation Fund
FUND COVERAGE
# of holdings65
% of assets100%
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. Welltower Inc0.46%$2.64M
- 2. Mastercard Inc Class A1.46%$8.38M
- 3. The Goldman Sachs Group Inc1.4%$8.05M
- 4. Microsoft Corp11%$62.11M
- 5. AbbVie Inc1.12%$6.42M
- 6. AT&T Inc0.6%$3.45M
- 7. GE Aerospace1.02%$5.84M
- 8. Walmart Inc1.07%$6.13M
- 9. Intuit Inc0.48%$2.75M
- 10. Salesforce Inc1.17%$6.73M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Virtu Financial Inc Class A0.23%$1.31M
- 2. Palantir Technologies Inc Ordinary Shares - Class A1.79%$10.25M
- 3. Universal Health Services Inc Class B1.09%$6.25M
- 4. AppLovin Corp Ordinary Shares - Class A0.87%$4.99M
- 5. Curtiss-Wright Corp0.86%$4.94M
- 6. Flowserve Corp0.23%$1.31M
- 7. Allison Transmission Holdings Inc0.46%$2.63M
- 8. Pegasystems Inc0.62%$3.58M
- 9. Five Below Inc0.39%$2.26M
- 10. MasTec Inc0.81%$4.67M
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 Carillon ClariVest Capital Appreciation Fund
Totals
Holdings
Assets
Weight
Prisons
8
$147.47M
26%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
8
$152.97M
27%
Borders high risk
2
$14.49M
2.52%
Total
12
$172.14M
30%
Holdings — 12 flagged holdings
1.
Microsoft Corp
:$62.11M
11%
2.
Amazon.com Inc
:$28.94M
5.04%
3.
Alphabet Inc Class A
:$20.85M
3.63%
4.
Alphabet Inc Class C
:$16.4M
2.86%
5.
Palantir Technologies Inc Ordinary Shares - Class A
:$10.25M
1.79%
6.
Costco Wholesale Corp
$7.02M
1.22%
7.
Salesforce Inc
:$6.73M
1.17%
8.
Walmart Inc
$6.13M
1.07%
9.
The Kroger Co
$4.32M
0.75%
10.
Leidos Holdings Inc
:$4.24M
0.74%
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.
Carillon ClariVest Capital Appreciation Fund HRCPX
Environment
Social
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