Castle Tandem Fund
Shareclass
Castle Tandem No-Load (TANDX)
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 Castle Tandem Fund
FUND COVERAGE
# of holdings31
% of assets77%
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
7 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A3.09%$1.07M
- 2. JM Smucker Co0.8%$274,960
- 3. Accenture PLC Class A3.12%$1.08M
- 4. Johnson & Johnson1.19%$412,425
- 5. Microsoft Corp3.17%$1.09M
- 6. BlackRock Inc1.98%$682,012
- 7. Zoetis Inc Class A3.43%$1.19M
- 8. Stryker Corp2.98%$1.03M
- 9. Republic Services Inc1.64%$567,203
- 10. Visa Inc Class A4.11%$1.42M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Brown & Brown Inc2.38%$820,438
- 2. Terreno Realty Corp2.16%$745,731
- 3. NextEra Energy Inc2.61%$902,460
- 4. Expeditors International of Washington Inc1.16%$399,875
- 5. Waste Connections Inc1.95%$672,192
- 6. Steris PLC2.99%$1.03M
- 7. Costco Wholesale Corp1.43%$494,970
- 8. Jack Henry & Associates Inc3.29%$1.14M
- 9. Roper Technologies Inc1.48%$510,156
- 10. Amphenol Corp Class A3.66%$1.26M
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 Castle Tandem Fund
Totals
Holdings
Assets
Weight
Prisons
2
$1.59M
4.6%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$2.17M
6.29%
Borders high risk
0
$0
0%
Total
3
$2.67M
7.72%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$1.09M
3.17%
2.
Accenture PLC Class A
:$1.08M
3.12%
3.
Costco Wholesale Corp
$494,970
1.43%
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.
Castle Tandem Fund TANDX
Environment
Social
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