Clifford Capital Partners Fund
Shareclass
Clifford Capital Partners Institutional (CLIFX)
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 Clifford Capital Partners Fund
FUND COVERAGE
# of holdings27
% of assets88%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 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. Johnson & Johnson4.19%$5.6M
- 2. eBay Inc2.21%$2.96M
- 3. Cardinal Health Inc3.71%$4.96M
- 4. Cisco Systems Inc3.28%$4.39M
- 5. Becton Dickinson & Co4.04%$5.41M
- 6. Henry Schein Inc4.26%$5.69M
- 7. Warner Bros. Discovery Inc Ordinary Shares - Class A3.46%$4.63M
- 8. Nike Inc Class B3.3%$4.42M
- 9. Keurig Dr Pepper Inc3.6%$4.81M
- 10. Sysco Corp2.85%$3.81M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. NCR Atleos Corp4.2%$5.62M
- 2. Chemed Corp3.61%$4.84M
- 3. Openlane Inc3.5%$4.69M
- 4. CVB Financial Corp2.12%$2.84M
- 5. Glacier Bancorp Inc3.82%$5.11M
- 6. HNI Corp3.77%$5.05M
- 7. Everus Construction Group Inc1.97%$2.64M
- 8. Reynolds Consumer Products Inc Ordinary Shares3.4%$4.55M
- 9. Solventum Corp4.41%$5.9M
- 10. Columbia Banking System Inc2.41%$3.22M
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 Clifford Capital Partners Fund
Totals
Holdings
Assets
Weight
Prisons
1
$4.96M
3.71%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$4.52M
3.38%
Borders high risk
1
$4.52M
3.38%
Total
2
$9.48M
7.08%
Holdings — 2 flagged holdings
1.
Cardinal Health Inc
$4.96M
3.71%
2.
RTX Corp
:$4.52M
3.38%
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.
Clifford Capital Partners Fund CLIFX
Environment
Social
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