Eventide Balanced Fund
Shareclass
Eventide Balanced Fund Class I (ETIMX)
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 Eventide Balanced Fund
FUND COVERAGE
# of holdings51
% of assets53%
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
6 / 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. IDEX Corp0.64%$2.47M
- 2. Trane Technologies PLC Class A2.71%$10.5M
- 3. Huntington Bancshares Inc1.09%$4.23M
- 4. Workday Inc Class A1.07%$4.14M
- 5. Entergy Corp1.59%$6.16M
- 6. Motorola Solutions Inc1.08%$4.19M
- 7. nVent Electric PLC1.6%$6.21M
- 8. Vistra Corp0.99%$3.84M
- 9. Nasdaq Inc1.71%$6.63M
- 10. AvalonBay Communities Inc0.51%$1.98M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Talen Energy Corp Ordinary Shares New0.31%$1.21M
- 2. Houlihan Lokey Inc Class A1.12%$4.33M
- 3. Old Dominion Freight Line Inc Ordinary Shares0.93%$3.6M
- 4. Rollins Inc1.32%$5.1M
- 5. Fastenal Co0.42%$1.64M
- 6. Applied Industrial Technologies Inc1.25%$4.83M
- 7. Element Solutions Inc0.91%$3.51M
- 8. Garmin Ltd0.81%$3.15M
- 9. International Paper Co1.12%$4.32M
- 10. D.R. Horton Inc1.19%$4.61M
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 Eventide Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
2
$5.63M
1.45%
Prisons high risk
2
$5.63M
1.45%
Private prisons
0
$0
0%
Borders
2
$5.63M
1.45%
Borders high risk
2
$5.63M
1.45%
Total
2
$5.63M
1.45%
Holdings — 2 flagged holdings
1.
Motorola Solutions Inc
:$4.19M
1.08%
2.
Regions Financial Corp
:$1.44M
0.37%
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.
Eventide Balanced Fund ETIMX
Environment
Social
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