Cromwell Tran Sustainable Focus
Shareclass
Cromwell Tran Sustainable Focus Instl (LIMIX)
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 Cromwell Tran Sustainable Focus
FUND COVERAGE
# of holdings28
% 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
6 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Expedia Group Inc2.48%$701,741
- 2. Microsoft Corp5.51%$1.56M
- 3. Intuit Inc3.94%$1.12M
- 4. Salesforce Inc2.79%$789,210
- 5. Meta Platforms Inc Class A3.44%$973,054
- 6. Palo Alto Networks Inc5.14%$1.46M
- 7. GE Vernova Inc3.69%$1.05M
- 8. LPL Financial Holdings Inc2.13%$602,169
- 9. Air Products and Chemicals Inc2.79%$790,888
- 10. NVIDIA Corp6.81%$1.93M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. QXO Inc1.87%$529,868
- 2. Talen Energy Corp Ordinary Shares New8.19%$2.32M
- 3. Markel Group Inc2.87%$812,328
- 4. Entegris Inc2.31%$654,247
- 5. Fair Isaac Corp1.99%$564,192
- 6. Tenet Healthcare Corp1.58%$446,688
- 7. Martin Marietta Materials Inc4.46%$1.26M
- 8. SPS Commerce Inc1.91%$541,528
- 9. Builders FirstSource Inc1.87%$529,862
- 10. Veeva Systems Inc Class A4.42%$1.25M
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 Cromwell Tran Sustainable Focus
Totals
Holdings
Assets
Weight
Prisons
2
$2.9M
10%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$3.69M
13%
Borders high risk
0
$0
0%
Total
3
$3.69M
13%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$1.56M
5.51%
2.
Amazon.com Inc
:$1.34M
4.74%
3.
Salesforce Inc
:$789,210
2.79%
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.
Cromwell Tran Sustainable Focus LIMIX
Environment
Social
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