FAM DIVIDEND FOCUS FUND - Fenimore Asset Management Trust
Shareclass
FAM DIVIDEND FOCUS FUND Investor Class (FAMEX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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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 FAM DIVIDEND FOCUS FUND - Fenimore Asset Management Trust
FUND COVERAGE
# of holdings27
% of assets99%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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 Corp2.19%$15.27M
- 2. Trane Technologies PLC8.36%$58.38M
- 3. Paychex Inc3.64%$25.39M
- 4. Stryker Corp5.39%$37.61M
- 5. Republic Services Inc4.64%$32.4M
- 6. GE HealthCare Technologies Inc1.21%$8.42M
- 7. Agilent Technologies Inc1.82%$12.68M
- 8. Verisk Analytics Inc3.08%$21.5M
- 9. Watsco Inc1.22%$8.53M
- 10. Broadridge Financial Solutions Inc5.38%$37.58M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. HEICO Corp6.03%$42.08M
- 2. Houlihan Lokey Inc2.03%$14.2M
- 3. Cintas Corp4.29%$29.93M
- 4. FirstService Corp0.41%$2.89M
- 5. Entegris Inc3.45%$24.07M
- 6. Fastenal Co4.01%$28.01M
- 7. Microchip Technology Inc3.41%$23.78M
- 8. Martin Marietta Materials Inc5.01%$34.99M
- 9. Vulcan Materials Co4.2%$29.33M
- 10. Ross Stores Inc6.03%$42.13M
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 FAM DIVIDEND FOCUS FUND - Fenimore Asset Management Trust
Totals
Holdings
Assets
Weight
Prisons
0.0
$0
0%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Holdings — 0 flagged holdings
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.
FAM DIVIDEND FOCUS FUND - Fenimore Asset Management Trust FAMEX
Environment
Social
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