Clarkston Founders Fund
Shareclass
Clarkston Founders Founders (CFMDX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Clarkston Founders Fund
FUND COVERAGE
# of holdings30
% 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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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. International Flavors & Fragrances Inc0.82%$6.46M
- 2. Willis Towers Watson PLC3.73%$29.36M
- 3. IDEX Corp1.34%$10.58M
- 4. Molson Coors Beverage Co Shs -B- Non-Voting3.39%$26.7M
- 5. Clarivate PLC Ordinary Shares6.6%$51.92M
- 6. Medpace Holdings Inc1.7%$13.37M
- 7. Becton Dickinson & Co3.14%$24.71M
- 8. LPL Financial Holdings Inc2.75%$21.62M
- 9. Henry Schein Inc2.53%$19.91M
- 10. Gartner Inc2.21%$17.35M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Primo Brands Corp Ordinary Shares - Class A1.39%$10.94M
- 2. Brown & Brown Inc1.13%$8.91M
- 3. The Middleby Corp2.34%$18.44M
- 4. Align Technology Inc1.43%$11.27M
- 5. CCC Intelligent Solutions Holdings Inc1.85%$14.58M
- 6. LKQ Corp3.11%$24.43M
- 7. Post Holdings Inc7.24%$56.96M
- 8. Charles Schwab Corp3.22%$25.3M
- 9. Anheuser-Busch InBev SA/NV ADR2.69%$21.16M
- 10. IQVIA Holdings Inc3.62%$28.49M
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 Clarkston Founders Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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.
Clarkston Founders Fund CFMDX
Environment
Social
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