Catholic Responsible Investments Multi-Style US Equity Fund - Catholic Responsible Investments Funds
Shareclass
Catholic Responsible Investments Multi-Style US Equity Fund Investor Shares (CRTVX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Catholic Responsible Investments Multi-Style US Equity Fund - Catholic Responsible Investments Funds
FUND COVERAGE
# of holdings295
% of assets97%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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. Dow Inc<0.01%$16,474
- 2. Boston Scientific Corp0.04%$300,044
- 3. Bank of America Corp0.13%$1.01M
- 4. Welltower Inc0.04%$303,259
- 5. Mondelez International Inc0.02%$125,476
- 6. Mastercard Inc0.93%$6.98M
- 7. Citigroup Inc0.11%$818,648
- 8. Hilton Worldwide Holdings Inc0.04%$290,748
- 9. JPMorgan Chase & Co1.74%$13.1M
- 10. Wells Fargo & Co0.66%$4.98M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.03%$243,298
- 2. Carvana Co0.03%$215,396
- 3. QXO Inc0.27%$2.02M
- 4. HEICO Corp0.47%$3.55M
- 5. Palantir Technologies Inc0.03%$193,498
- 6. Vertiv Holdings Co0.03%$218,761
- 7. Old Dominion Freight Line Inc0.34%$2.55M
- 8. Wingstop Inc<0.01%$72,462
- 9. AutoNation Inc0.14%$1.08M
- 10. PACCAR Inc0.03%$224,679
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 Catholic Responsible Investments Multi-Style US Equity Fund - Catholic Responsible Investments Funds
Totals
Holdings
Assets
Weight
Prisons
16.0
$124.71M
17%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
12.0
$110.28M
15%
Borders high risk
2.0
$227,098
0.03%
Total
21.0
$126.1M
17%
Holdings — 21 flagged holdings
1.
Microsoft Corp
:$38.38M
5.1%
2.
Amazon.com Inc
:$35.62M
4.73%
3.
Alphabet Inc
:$17.46M
2.32%
4.
Alphabet Inc
:$14.97M
1.99%
5.
Berkshire Hathaway Inc
$9.12M
1.21%
6.
Costco Wholesale Corp
$4.41M
0.59%
7.
TransUnion
:$2.21M
0.29%
8.
Walmart Inc
$1.19M
0.16%
9.
Accenture PLC
:$685,991
0.09%
10.
McDonald's Corp
$563,850
0.07%
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.
Catholic Responsible Investments Multi-Style US Equity Fund - Catholic Responsible Investments Funds CRTVX
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Social
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