Concorde Wealth Management Fund
Shareclass
Concorde Wealth Management (CONWX)
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 Concorde Wealth Management Fund
FUND COVERAGE
# of holdings26
% of assets50%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. JPMorgan Chase & Co3.07%$1.29M
- 2. Johnson & Johnson2.16%$908,558
- 3. Northrop Grumman Corp0.94%$396,058
- 4. The Hershey Co1.64%$690,214
- 5. Microsoft Corp2.7%$1.14M
- 6. AbbVie Inc2.31%$972,468
- 7. Exxon Mobil Corp3.06%$1.29M
- 8. Chubb Ltd2.01%$846,750
- 9. Occidental Petroleum Corp2.09%$878,850
- 10. Cisco Systems Inc0.97%$410,520
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B0.95%$402,192
- 2. Martin Marietta Materials Inc1.5%$630,280
- 3. Canadian Pacific Kansas City Ltd1.15%$484,185
- 4. First Industrial Realty Trust Inc1.71%$720,580
- 5. Hubbell Inc1.63%$688,496
- 6. Franco-Nevada Corp1.64%$691,021
- 7. Texas Pacific Land Corp4.4%$1.85M
- 8. Diamondback Energy Inc0.51%$214,650
- 9. Expand Energy Corp Ordinary Shares - New2.87%$1.21M
- 10. Bunge Global SA1.46%$613,438
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 Concorde Wealth Management Fund
Totals
Holdings
Assets
Weight
Prisons
3
$2.64M
6.26%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$2.63M
6.25%
Borders high risk
1
$396,058
0.94%
Total
4
$3.04M
7.2%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$1.14M
2.7%
2.
Amazon.com Inc
:$1.1M
2.6%
3.
Berkshire Hathaway Inc Class B
$402,192
0.95%
4.
Northrop Grumman Corp
:$396,058
0.94%
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.
Concorde Wealth Management Fund CONWX
Environment
Social
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