Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Chase Growth Fund
FUND COVERAGE
# of holdings36
% of assets96%
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
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. NatWest Group PLC ADR1.55%$1.44M
- 2. Jones Lang LaSalle Inc1.52%$1.42M
- 3. The Goldman Sachs Group Inc3.59%$3.35M
- 4. AbbVie Inc3.19%$2.97M
- 5. eBay Inc3.57%$3.33M
- 6. American Express Co2.46%$2.3M
- 7. First Solar Inc1.4%$1.31M
- 8. Electronic Arts Inc2.33%$2.17M
- 9. Meta Platforms Inc Class A4.54%$4.24M
- 10. Bank of New York Mellon Corp3.96%$3.7M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Houlihan Lokey Inc Class A1.68%$1.57M
- 2. Vertiv Holdings Co Class A3.14%$2.92M
- 3. APi Group Corp1.65%$1.54M
- 4. Carpenter Technology Corp2.41%$2.25M
- 5. MasTec Inc2.55%$2.38M
- 6. Celestica Inc Ordinary Shares (Subordinate Voting)6.16%$5.74M
- 7. Broadcom Inc3.74%$3.49M
- 8. Sanmina Corp1.44%$1.34M
- 9. Antero Midstream Corp1.94%$1.81M
- 10. Howmet Aerospace Inc3.3%$3.08M
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 Chase Growth Fund
Totals
Holdings
Assets
Weight
Prisons
2
$7.03M
7.54%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$7.03M
7.54%
Borders high risk
0
$0
0%
Total
2
$7.03M
7.54%
Holdings — 2 flagged holdings
1.
Alphabet Inc Class A
:$4.48M
4.81%
2.
Amazon.com Inc
:$2.55M
2.73%
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.
Chase Growth Fund CHAIX
Environment
Social
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