Essex Environmental Opportunities Fund

Shareclass
Pear Tree Essex Environmental Opps Odnry (EEOFX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Essex Environmental Opportunities Fund

FUND COVERAGE
# of holdings23
% of assets70%
Score
44 / 100
Rank

5.4 percentile

Group: International Equity

Rank: #1,037 out of 1,095

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

19 / 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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. First Solar Inc
         % of fund invested: 5.16%
         $USD invested: $1.43M
  • 2. Deere & Co
         % of fund invested: 1.71%
         $USD invested: $475,093
  • 3. GE Vernova Inc
         % of fund invested: 3.02%
         $USD invested: $836,879
  • 4. Badger Meter Inc
         % of fund invested: 3.44%
         $USD invested: $954,153
  • 5. Veralto Corp
         % of fund invested: 2.6%
         $USD invested: $720,151
  • 6. KION GROUP AG
         % of fund invested: 4.3%
         $USD invested: $1.19M
  • 7. Trimble Inc
         % of fund invested: 3.7%
         $USD invested: $1.03M
  • 8. Infineon Technologies AG
         % of fund invested: 4.72%
         $USD invested: $1.31M
  • 9. Samsara Inc Ordinary Shares - Class A
         % of fund invested: 2.81%
         $USD invested: $779,866
  • 10. Rivian Automotive Inc Class A
         % of fund invested: 1.31%
         $USD invested: $363,565
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Cognex Corp
         % of fund invested: 3.66%
         $USD invested: $1.01M
  • 2. Keyence Corp
         % of fund invested: 2.97%
         $USD invested: $824,608
  • 3. Advanced Drainage Systems Inc
         % of fund invested: 3.5%
         $USD invested: $971,732
  • 4. Primoris Services Corp
         % of fund invested: 4.65%
         $USD invested: $1.29M
  • 5. Nextracker Inc Ordinary Shares - Class A
         % of fund invested: 1.53%
         $USD invested: $424,555
  • 6. Toray Industries Inc
         % of fund invested: 2.99%
         $USD invested: $829,766
  • 7. YASKAWA Electric Corp
         % of fund invested: 1.52%
         $USD invested: $420,606
  • 8. NextEra Energy Inc
         % of fund invested: 3.68%
         $USD invested: $1.02M
  • 9. Kingspan Group PLC
         % of fund invested: 3.52%
         $USD invested: $976,692
  • 10. ON Semiconductor Corp
         % of fund invested: 1.68%
         $USD invested: $464,648

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 Essex Environmental Opportunities 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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