FM Focus Equity ETF
Shareclass
FM Focus Equity ETF (FMCX)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund FM Focus Equity ETF
FUND COVERAGE
# of holdings27
% of assets91%
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
7 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. The Hershey Co0.45%$444,038
- 2. Microsoft Corp6.21%$6.06M
- 3. S&P Global Inc2.86%$2.79M
- 4. GE Aerospace4.2%$4.09M
- 5. Starbucks Corp1.46%$1.42M
- 6. Salesforce Inc4.66%$4.55M
- 7. American Tower Corp3.13%$3.05M
- 8. Chubb Ltd2.94%$2.87M
- 9. Alphabet Inc Class C2.66%$2.6M
- 10. Alphabet Inc Class A1.43%$1.4M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vertiv Holdings Co Class A1.04%$1.01M
- 2. Berkshire Hathaway Inc Class A5.86%$5.72M
- 3. O'Reilly Automotive Inc4.07%$3.97M
- 4. Broadcom Inc3.97%$3.87M
- 5. Take-Two Interactive Software Inc4.69%$4.58M
- 6. KKR & Co Inc Ordinary Shares7.34%$7.17M
- 7. Applied Materials Inc3.67%$3.58M
- 8. NICE Ltd ADR4.94%$4.82M
- 9. Linde PLC4.04%$3.94M
- 10. AutoZone Inc1.31%$1.28M
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 FM Focus Equity ETF
Totals
Holdings
Assets
Weight
Prisons
5
$20.59M
21%
Prisons high risk
1
$4.82M
4.94%
Private prisons
0
$0
0%
Borders
4
$14.6M
15%
Borders high risk
0
$0
0%
Total
6
$25.14M
26%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$6.06M
6.21%
2.
Berkshire Hathaway Inc Class A
$5.72M
5.86%
3.
NICE Ltd ADR
$4.82M
4.94%
4.
Salesforce Inc
:$4.55M
4.66%
5.
Alphabet Inc Class C
:$2.6M
2.66%
6.
Alphabet Inc Class A
:$1.4M
1.43%
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.
FM Focus Equity ETF FMCX
Environment
Social
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