Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Davis New York Venture Fund
FUND COVERAGE
# of holdings34
% 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
25 / 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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Wells Fargo & Co2.7%$164.48M
- 2. Teck Resources Ltd Class B (Sub Voting)2.16%$131.46M
- 3. Owens-Corning Inc1.35%$82.38M
- 4. Danske Bank AS4.12%$251.29M
- 5. The Cigna Group1.07%$65.17M
- 6. ConocoPhillips0.87%$53.31M
- 7. Meta Platforms Inc Class A7.17%$437.55M
- 8. Chubb Ltd1.83%$111.55M
- 9. Humana Inc3.53%$215.53M
- 10. Alphabet Inc Class A2.89%$176.35M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc2.11%$128.52M
- 2. Berkshire Hathaway Inc Class A8.32%$507.54M
- 3. Coupang Inc Ordinary Shares - Class A1.02%$62.15M
- 4. Tourmaline Oil Corp2.31%$140.74M
- 5. Tyson Foods Inc Class A1.77%$107.75M
- 6. Darling Ingredients Inc0.54%$32.67M
- 7. Solventum Corp1.72%$104.9M
- 8. AGCO Corp0.95%$57.64M
- 9. Applied Materials Inc4.46%$271.8M
- 10. MGM Resorts International4.23%$258.12M
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 Davis New York Venture Fund
Totals
Holdings
Assets
Weight
Prisons
5
$1.1B
18%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$411.95M
6.75%
Borders high risk
0
$0
0%
Total
5
$1.1B
18%
Holdings — 5 flagged holdings
1.
Berkshire Hathaway Inc Class A
$507.54M
8.32%
2.
Amazon.com Inc
:$235.6M
3.86%
3.
Alphabet Inc Class A
:$176.35M
2.89%
4.
Tyson Foods Inc Class A
$107.75M
1.77%
5.
Restaurant Brands International Inc
$69.4M
1.14%
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.
Davis New York Venture Fund NYVCX
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