FMI Large Cap Fund
Shareclass
FMI Large Cap Institutional (FMIQX)
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 FMI Large Cap Fund
FUND COVERAGE
# of holdings28
% of assets98%
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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Unilever PLC ADR3.66%$52.91M
- 2. Koninklijke Philips NV ADR3.22%$46.61M
- 3. BlackRock Inc1.6%$23.08M
- 4. SLB1.87%$27.04M
- 5. Fresenius Medical Care AG ADR2.91%$42.14M
- 6. Alphabet Inc Class A3.24%$46.88M
- 7. Progressive Corp3.88%$56.04M
- 8. Becton Dickinson & Co2.74%$39.62M
- 9. UnitedHealth Group Inc2.55%$36.81M
- 10. Carrier Global Corp Ordinary Shares4.63%$66.97M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B3.86%$55.86M
- 2. O'Reilly Automotive Inc1.4%$20.28M
- 3. Charles Schwab Corp7.16%$103.56M
- 4. Aramark5.4%$78.09M
- 5. CSX Corp3.55%$51.39M
- 6. Sony Group Corp ADR3.87%$55.96M
- 7. Dollar Tree Inc2.39%$34.56M
- 8. Masco Corp3.54%$51.17M
- 9. Booking Holdings Inc6.4%$92.63M
- 10. Carlisle Companies Inc1.94%$28.01M
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 FMI Large Cap Fund
Totals
Holdings
Assets
Weight
Prisons
3
$180.83M
13%
Prisons high risk
1
$78.09M
5.4%
Private prisons
0
$0
0%
Borders
2
$124.96M
8.64%
Borders high risk
1
$78.09M
5.4%
Total
3
$180.83M
13%
Holdings — 3 flagged holdings
1.
Aramark
:$78.09M
5.4%
2.
Berkshire Hathaway Inc Class B
$55.86M
3.86%
3.
Alphabet Inc Class A
:$46.88M
3.24%
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.
FMI Large Cap Fund FMIQX
Environment
Social
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