CCT Thematic Equity Fund
Shareclass
CCT Thematic Equity Institutional (THMEX)
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 CCT Thematic Equity Fund
FUND COVERAGE
# of holdings45
% 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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG ADR2.31%$899,104
- 2. L'Oreal SA ADR2.08%$812,944
- 3. Shell PLC ADR (Representing - Ordinary Shares)3.07%$1.2M
- 4. London Stock Exchange Group PLC1.54%$602,025
- 5. JPMorgan Chase & Co2.46%$960,182
- 6. The Goldman Sachs Group Inc3.4%$1.33M
- 7. Nestle SA ADR1.66%$645,679
- 8. Verizon Communications Inc2.39%$930,954
- 9. Vertex Pharmaceuticals Inc1.75%$682,046
- 10. Accor SA2.06%$801,766
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. IonQ Inc Class A0.81%$314,154
- 2. Cognex Corp2.2%$858,280
- 3. Berkshire Hathaway Inc Class B2.16%$844,268
- 4. Impinj Inc2.09%$815,476
- 5. CrowdStrike Holdings Inc Class A1.03%$401,336
- 6. Snowflake Inc Ordinary Shares1.88%$732,175
- 7. Kadant Inc1.28%$500,936
- 8. Fanuc Corp1.97%$769,587
- 9. BWX Technologies Inc1.07%$416,189
- 10. Terreno Realty Corp0.79%$309,955
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 CCT Thematic Equity Fund
Totals
Holdings
Assets
Weight
Prisons
4
$3.61M
9.26%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$2.16M
5.55%
Borders high risk
1
$350,393
0.9%
Total
5
$3.96M
10%
Holdings — 5 flagged holdings
1.
Amazon.com Inc
:$1.3M
3.33%
2.
Costco Wholesale Corp
$951,332
2.44%
3.
Berkshire Hathaway Inc Class B
$844,268
2.16%
4.
Alphabet Inc Class C
:$516,028
1.32%
5.
Airbus SE ADR
:$350,393
0.9%
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.
CCT Thematic Equity Fund THMEX
Environment
Social
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