Catalyst/Lyons Tactical Allocation Fund
Shareclass
Catalyst/Lyons Tactical Allocation A (CLTAX)
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/Lyons Tactical Allocation Fund
FUND COVERAGE
# of holdings25
% 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
24 / 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
Top 10 holdings by Gender Equality score
- 1. Marriott International Inc Class A4.24%$775,747
- 2. Microsoft Corp5.4%$989,017
- 3. Meta Platforms Inc Class A4.44%$813,031
- 4. Bank of New York Mellon Corp3.67%$671,864
- 5. Alphabet Inc Class A4.32%$790,425
- 6. Wynn Resorts Ltd3.36%$615,535
- 7. NVIDIA Corp4.43%$810,162
- 8. Apple Inc4.76%$870,591
- 9. KLA Corp6.07%$1.11M
- 10. McKesson Corp3.16%$579,297
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Carvana Co Class A2.91%$532,153
- 2. Palantir Technologies Inc Ordinary Shares - Class A3.28%$601,410
- 3. Vertiv Holdings Co Class A6.64%$1.22M
- 4. Broadcom Inc3.17%$580,319
- 5. Cadence Design Systems Inc4.67%$854,176
- 6. Howmet Aerospace Inc3.32%$607,141
- 7. Parker Hannifin Corp2.59%$473,745
- 8. Dollar General Corp2.3%$421,772
- 9. Performance Food Group Co3.45%$631,325
- 10. Robinhood Markets Inc Class A3.86%$707,186
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/Lyons Tactical Allocation Fund
Totals
Holdings
Assets
Weight
Prisons
2
$1.78M
9.72%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$2.9M
16%
Borders high risk
2
$1.12M
6.11%
Total
4
$2.9M
16%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$989,017
5.4%
2.
Alphabet Inc Class A
:$790,425
4.32%
3.
Palantir Technologies Inc Ordinary Shares - Class A
:$601,410
3.28%
4.
RTX Corp
:$517,650
2.83%
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/Lyons Tactical Allocation Fund CLTAX
Environment
Social
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