Catalyst Dynamic Alpha Fund
Shareclass
Catalyst Dynamic Alpha I (CPEIX)
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 Catalyst Dynamic Alpha Fund
FUND COVERAGE
# of holdings35
% of assets94%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG ADR2.39%$2.83M
- 2. HSBC Holdings PLC ADR2.98%$3.51M
- 3. Ralph Lauren Corp Class A3.03%$3.57M
- 4. Expedia Group Inc1.58%$1.87M
- 5. American Express Co4.03%$4.76M
- 6. Motorola Solutions Inc1.78%$2.1M
- 7. Ventas Inc1.51%$1.78M
- 8. Cardinal Health Inc3.08%$3.63M
- 9. F5 Inc3.1%$3.66M
- 10. VeriSign Inc2.26%$2.66M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Palantir Technologies Inc Ordinary Shares - Class A1.67%$1.97M
- 2. Corcept Therapeutics Inc1.1%$1.3M
- 3. Brown & Brown Inc3.29%$3.88M
- 4. Reddit Inc Class A Shares1.9%$2.24M
- 5. Stride Inc1%$1.18M
- 6. Sterling Infrastructure Inc1.77%$2.09M
- 7. CrowdStrike Holdings Inc Class A3.29%$3.89M
- 8. SS&C Technologies Holdings Inc1.51%$1.78M
- 9. TransDigm Group Inc3.77%$4.46M
- 10. Duolingo Inc2.74%$3.23M
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 Catalyst Dynamic Alpha Fund
Totals
Holdings
Assets
Weight
Prisons
5
$18.52M
16%
Prisons high risk
1
$2.1M
1.78%
Private prisons
0
$0
0%
Borders
4
$13.24M
11%
Borders high risk
2
$4.07M
3.45%
Total
6
$20.49M
17%
Holdings — 6 flagged holdings
1.
Amazon.com Inc
:$5.66M
4.79%
2.
Cardinal Health Inc
$3.63M
3.08%
3.
Costco Wholesale Corp
$3.61M
3.06%
4.
HSBC Holdings PLC ADR
:$3.51M
2.98%
5.
Motorola Solutions Inc
:$2.1M
1.78%
6.
Palantir Technologies Inc Ordinary Shares - Class A
:$1.97M
1.67%
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.
Catalyst Dynamic Alpha Fund CPEIX
Environment
Social
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