Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Davis Opportunity Fund
FUND COVERAGE
# of holdings36
% 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
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Schneider Electric SE1.38%$7.98M
- 2. SAP SE ADR0.7%$4.06M
- 3. Microsoft Corp1.19%$6.84M
- 4. Teck Resources Ltd Class B (Sub Voting)3.8%$21.9M
- 5. Owens-Corning Inc2.56%$14.75M
- 6. The Cigna Group3.28%$18.94M
- 7. Meta Platforms Inc Class A2.5%$14.44M
- 8. Humana Inc2.67%$15.42M
- 9. Alphabet Inc Class C1.56%$9M
- 10. UnitedHealth Group Inc1.27%$7.32M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc5.63%$32.45M
- 2. AppLovin Corp Ordinary Shares - Class A1.5%$8.64M
- 3. Berkshire Hathaway Inc Class B1.71%$9.83M
- 4. Tourmaline Oil Corp3.41%$19.69M
- 5. Tyson Foods Inc Class A2.28%$13.15M
- 6. Darling Ingredients Inc1.61%$9.27M
- 7. Solventum Corp3.72%$21.43M
- 8. AGCO Corp1.75%$10.07M
- 9. Applied Materials Inc2.57%$14.83M
- 10. MGM Resorts International3.27%$18.87M
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 Opportunity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$44.28M
7.68%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$21.3M
3.69%
Borders high risk
0
$0
0%
Total
5
$44.28M
7.68%
Holdings — 5 flagged holdings
1.
Tyson Foods Inc Class A
$13.15M
2.28%
2.
Berkshire Hathaway Inc Class B
$9.83M
1.71%
3.
Alphabet Inc Class C
:$9M
1.56%
4.
Microsoft Corp
:$6.84M
1.19%
5.
Amazon.com Inc
:$5.46M
0.95%
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 Opportunity Fund DGOCX
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Social
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