Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Dean Equity Income Fund
FUND COVERAGE
# of holdings49
% of assets98%
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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. Canadian Imperial Bank of Commerce1.56%$1.38M
- 2. Mondelez International Inc Class A1.76%$1.56M
- 3. JPMorgan Chase & Co2.66%$2.35M
- 4. PepsiCo Inc3.41%$3.01M
- 5. Johnson & Johnson3.56%$3.15M
- 6. Principal Financial Group Inc2.41%$2.13M
- 7. Bristol-Myers Squibb Co0.97%$852,886
- 8. The Hershey Co2.02%$1.78M
- 9. Altria Group Inc3.71%$3.28M
- 10. Verizon Communications Inc2.52%$2.23M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lamar Advertising Co Class A2.35%$2.08M
- 2. LKQ Corp1.08%$957,887
- 3. Fastenal Co1.54%$1.36M
- 4. NextEra Energy Inc1.27%$1.12M
- 5. Sonoco Products Co1.07%$943,843
- 6. Digital Realty Trust Inc2.1%$1.85M
- 7. Illinois Tool Works Inc2.73%$2.41M
- 8. Kinder Morgan Inc Class P1.16%$1.02M
- 9. The Home Depot Inc2.32%$2.05M
- 10. Public Storage1.36%$1.21M
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 Dean Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$1.38M
1.56%
Borders high risk
1
$1.38M
1.56%
Total
1
$1.38M
1.56%
Holdings — 1 flagged holdings
1.
Lockheed Martin Corp
:$1.38M
1.56%
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.
Dean Equity Income Fund DAEIX
Environment
Social
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