Dearborn Partners Rising Dividend Fund
Shareclass
Dearborn Partners Rising Dividend A (DRDAX)
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 Dearborn Partners Rising Dividend Fund
FUND COVERAGE
# of holdings49
% of assets99%
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
28 / 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. Procter & Gamble Co1.81%$11.31M
- 2. Mondelez International Inc Class A1.41%$8.81M
- 3. Mastercard Inc Class A2.41%$15.08M
- 4. Accenture PLC Class A1.2%$7.51M
- 5. Verizon Communications Inc1.52%$9.54M
- 6. Microsoft Corp3.32%$20.77M
- 7. S&P Global Inc1.92%$12.02M
- 8. Merck & Co Inc1.04%$6.54M
- 9. McDonald's Corp1.92%$12.05M
- 10. Thomson Reuters Corp1.67%$10.48M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Cintas Corp1.88%$11.77M
- 2. Fastenal Co2.03%$12.73M
- 3. Snap-on Inc2.41%$15.08M
- 4. Costco Wholesale Corp2.02%$12.63M
- 5. Steris PLC1.91%$11.96M
- 6. Atmos Energy Corp2.79%$17.47M
- 7. Casey's General Stores Inc3.4%$21.31M
- 8. Qualcomm Inc2.12%$13.29M
- 9. Arthur J. Gallagher & Co2.7%$16.87M
- 10. Jack Henry & Associates Inc1.19%$7.48M
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 Dearborn Partners Rising Dividend Fund
Totals
Holdings
Assets
Weight
Prisons
5
$76.88M
12%
Prisons high risk
1
$13.99M
2.24%
Private prisons
0
$0
0%
Borders
4
$52.76M
8.43%
Borders high risk
2
$24.48M
3.91%
Total
7
$94.87M
15%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$20.77M
3.32%
2.
Walmart Inc
$17.43M
2.79%
3.
Motorola Solutions Inc
:$13.99M
2.24%
4.
Costco Wholesale Corp
$12.63M
2.02%
5.
McDonald's Corp
$12.05M
1.92%
6.
Thomson Reuters Corp
:$10.48M
1.67%
7.
Accenture PLC Class A
:$7.51M
1.2%
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.
Dearborn Partners Rising Dividend Fund DRDAX
Environment
Social
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