Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Edgar Lomax Value Fund
FUND COVERAGE
# of holdings52
% of assets97%
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
30 / 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
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.58%$1.57M
- 2. Dow Inc0.17%$166,242
- 3. Bank of America Corp1.62%$1.61M
- 4. Mondelez International Inc Class A3.65%$3.63M
- 5. Citigroup Inc3.8%$3.78M
- 6. JPMorgan Chase & Co1.82%$1.81M
- 7. Wells Fargo & Co0.89%$884,301
- 8. Ford Motor Co0.35%$349,232
- 9. PepsiCo Inc0.27%$266,836
- 10. Johnson & Johnson4.84%$4.81M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. NextEra Energy Inc1.37%$1.37M
- 2. Simon Property Group Inc0.67%$666,228
- 3. 3M Co1.67%$1.66M
- 4. Qualcomm Inc1.39%$1.38M
- 5. Caterpillar Inc0.41%$405,578
- 6. Medtronic PLC1.87%$1.86M
- 7. General Dynamics Corp2.88%$2.86M
- 8. United Parcel Service Inc Class B1.04%$1.03M
- 9. U.S. Bancorp0.29%$292,396
- 10. Capital One Financial Corp1.65%$1.64M
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 Edgar Lomax Value Fund
Totals
Holdings
Assets
Weight
Prisons
5
$7.37M
7.41%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$7.71M
7.75%
Borders high risk
1
$2.86M
2.88%
Total
7
$13.88M
14%
Holdings — 7 flagged holdings
1.
AT&T Inc
:$3.64M
3.66%
2.
General Dynamics Corp
:$2.86M
2.88%
3.
Target Corp
$2.72M
2.74%
4.
McDonald's Corp
$1.79M
1.8%
5.
3M Co
$1.66M
1.67%
6.
General Motors Co
:$847,483
0.85%
7.
Ford Motor Co
:$349,232
0.35%
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.
Edgar Lomax Value Fund LOMAX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer