FPA Crescent Fund - Investment Managers Series Trust III
Shareclass
FPA Crescent Fund Supra Institutional Class (FPCSX)
Type
Open-end mutual fund
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund FPA Crescent Fund - Investment Managers Series Trust III
FUND COVERAGE
# of holdings56
% of assets52%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc1.79%$213.16M
- 2. Sodexo SA0.24%$28.83M
- 3. Marriott International Inc/MD0.64%$75.84M
- 4. Merck KGaA0.56%$66.39M
- 5. Pernod Ricard SA0.67%$79.3M
- 6. Citigroup Inc2.15%$255.82M
- 7. Cie Financiere Richemont SA0.81%$96.38M
- 8. Wells Fargo & Co0.55%$65.54M
- 9. Uber Technologies Inc0.41%$49.25M
- 10. Shiseido Co Ltd0.01%$1.21M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp0.16%$18.48M
- 2. Liberty Broadband Corp0.77%$91.88M
- 3. NCR Atleos Corp0.53%$63.29M
- 4. Heineken Holding NV1.9%$226.2M
- 5. NCR Voyix Corp0.31%$37.09M
- 6. Charter Communications Inc0.57%$67.96M
- 7. Hoshizaki Corp0.26%$30.61M
- 8. NOV Inc0.66%$78.73M
- 9. Jefferies Financial Group Inc1.19%$141.12M
- 10. Hirose Electric Co Ltd0.41%$48.5M
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 FPA Crescent Fund - Investment Managers Series Trust III
Totals
Holdings
Assets
Weight
Prisons
5.0
$985.41M
8.29%
Prisons high risk
1.0
$28.83M
0.24%
Private prisons
1.0
$28.83M
0.24%
Borders
4.0
$956.57M
8.05%
Borders high risk
0.0
$0
0%
Total
5.0
$985.41M
8.29%
Holdings — 5 flagged holdings
1.
Alphabet Inc
:$435.07M
3.66%
2.
Alphabet Inc
:$241.46M
2.03%
3.
Amazon.com Inc
:$202.13M
1.7%
4.
Thermo Fisher Scientific Inc
:$77.92M
0.66%
5.
Sodexo SA
$28.83M
0.24%
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.
FPA Crescent Fund - Investment Managers Series Trust III FPCSX
Environment
Social
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