Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Clipper Fund
FUND COVERAGE
# of holdings26
% of assets92%
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
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Wells Fargo & Co2.81%$33.94M
- 2. Teck Resources Ltd Class B (Sub Voting)1.8%$21.67M
- 3. Owens-Corning Inc0.89%$10.76M
- 4. Danske Bank AS2.23%$26.91M
- 5. The Cigna Group1.06%$12.78M
- 6. ConocoPhillips1.19%$14.34M
- 7. Meta Platforms Inc Class A9.47%$114.28M
- 8. Bank of New York Mellon Corp1.17%$14.09M
- 9. Humana Inc3.13%$37.75M
- 10. Alphabet Inc Class A5.01%$60.45M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc6.99%$84.4M
- 2. Berkshire Hathaway Inc Class A6.04%$72.88M
- 3. Tourmaline Oil Corp2.21%$26.72M
- 4. Tyson Foods Inc Class A3.17%$38.24M
- 5. Solventum Corp1.86%$22.41M
- 6. AGCO Corp0.99%$12M
- 7. Applied Materials Inc5.81%$70.11M
- 8. MGM Resorts International5.18%$62.55M
- 9. Coterra Energy Inc Ordinary Shares1.62%$19.6M
- 10. Restaurant Brands International Inc1.61%$19.46M
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 Clipper Fund
Totals
Holdings
Assets
Weight
Prisons
5
$234.69M
19%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$104.1M
8.62%
Borders high risk
0
$0
0%
Total
5
$234.69M
19%
Holdings — 5 flagged holdings
1.
Berkshire Hathaway Inc Class A
$72.88M
6.04%
2.
Alphabet Inc Class A
:$60.45M
5.01%
3.
Amazon.com Inc
:$43.65M
3.62%
4.
Tyson Foods Inc Class A
$38.24M
3.17%
5.
Restaurant Brands International Inc
$19.46M
1.61%
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.
Clipper Fund CFIMX
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