Edgewood Growth Fund

Shareclass
Edgewood Growth Retail (EGFFX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Edgewood Growth Fund

FUND COVERAGE
# of holdings22
% of assets98%
Score
50 / 100
Rank

8.5 percentile

Group: U.S. Large Cap Equity

Rank: #1,339 out of 1,462

Grade
F

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

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Boston Scientific Corp
         % of fund invested: 2.36%
         $USD invested: $403.58M
  • 2. Vertex Pharmaceuticals Inc
         % of fund invested: 3.45%
         $USD invested: $589.72M
  • 3. S&P Global Inc
         % of fund invested: 4.12%
         $USD invested: $704.46M
  • 4. Intuit Inc
         % of fund invested: 5.57%
         $USD invested: $952.47M
  • 5. ServiceNow Inc
         % of fund invested: 4.9%
         $USD invested: $837.7M
  • 6. Visa Inc Class A
         % of fund invested: 6.34%
         $USD invested: $1.09B
  • 7. Airbnb Inc Ordinary Shares - Class A
         % of fund invested: 4.45%
         $USD invested: $761.01M
  • 8. Intuitive Surgical Inc
         % of fund invested: 4.02%
         $USD invested: $688.35M
  • 9. NVIDIA Corp
         % of fund invested: 7.91%
         $USD invested: $1.35B
  • 10. Netflix Inc
         % of fund invested: 7.66%
         $USD invested: $1.31B
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 3.49%
         $USD invested: $596.22M
  • 2. Blackstone Inc
         % of fund invested: 4.15%
         $USD invested: $710.15M
  • 3. The Trade Desk Inc Class A
         % of fund invested: 3.1%
         $USD invested: $530.12M
  • 4. Fair Isaac Corp
         % of fund invested: 1.93%
         $USD invested: $330.82M
  • 5. Broadcom Inc
         % of fund invested: 4.98%
         $USD invested: $851.26M
  • 6. TransDigm Group Inc
         % of fund invested: 3.36%
         $USD invested: $575.06M
  • 7. Synopsys Inc
         % of fund invested: 4.76%
         $USD invested: $813.45M
  • 8. Copart Inc
         % of fund invested: 3.09%
         $USD invested: $529.21M
  • 9. MSCI Inc
         % of fund invested: 3.78%
         $USD invested: $646.12M
  • 10. Spotify Technology SA
         % of fund invested: 3.03%
         $USD invested: $518.34M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Edgewood Growth Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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