DF Tactical Momentum Fund
Shareclass
DF Tactical Momentum Fund I (MOJOX)
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 DF Tactical Momentum Fund
FUND COVERAGE
# of holdings50
% 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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Citigroup Inc2.01%$846,206
- 2. Expedia Group Inc1.91%$803,486
- 3. Johnson & Johnson2.03%$854,601
- 4. Affirm Holdings Inc Ordinary Shares - Class A1.65%$697,622
- 5. The Goldman Sachs Group Inc1.99%$838,557
- 6. Altria Group Inc1.92%$808,046
- 7. Cummins Inc2%$844,318
- 8. Chevron Corp1.89%$797,259
- 9. Hewlett Packard Enterprise Co1.93%$814,115
- 10. Alnylam Pharmaceuticals Inc1.87%$787,056
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Roblox Corp Ordinary Shares - Class A2%$844,833
- 2. Reddit Inc Class A Shares1.71%$719,409
- 3. Fastenal Co1.96%$828,188
- 4. Credo Technology Group Holding Ltd1.71%$719,459
- 5. Broadcom Inc1.71%$723,163
- 6. Cadence Design Systems Inc1.99%$840,565
- 7. Teradyne Inc2.24%$946,413
- 8. SoFi Technologies Inc Ordinary Shares1.99%$838,703
- 9. Western Digital Corp2.43%$1.02M
- 10. Synopsys Inc2.44%$1.03M
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 DF Tactical Momentum Fund
Totals
Holdings
Assets
Weight
Prisons
4
$3.21M
7.62%
Prisons high risk
2
$1.6M
3.8%
Private prisons
0
$0
0%
Borders
3
$2.42M
5.75%
Borders high risk
2
$1.6M
3.8%
Total
4
$3.21M
7.62%
Holdings — 4 flagged holdings
1.
Citizens Financial Group Inc
:$831,263
1.97%
2.
Alphabet Inc Class A
:$823,380
1.95%
3.
Archer-Daniels-Midland Co
$788,090
1.87%
4.
Motorola Solutions Inc
:$769,162
1.82%
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.
DF Tactical Momentum Fund MOJOX
Environment
Social
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