FPA Crescent Fund
Shareclass
FPA Crescent Supra Institutional (FPCSX)
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 FPA Crescent Fund
FUND COVERAGE
# of holdings49
% of assets50%
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 Inc1.56%$184.48M
- 2. Marriott International Inc Class A0.64%$75.07M
- 3. Pernod Ricard SA0.66%$78.53M
- 4. Citigroup Inc2.04%$241.39M
- 5. Compagnie Financiere Richemont SA Class A0.84%$99.75M
- 6. Wells Fargo & Co0.58%$68.47M
- 7. Uber Technologies Inc0.5%$59.05M
- 8. Shiseido Co Ltd0.13%$15.14M
- 9. Holcim Ltd0.59%$69.93M
- 10. JDE Peet's NV Ordinary Shares1.83%$215.56M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp Class A0.25%$29.4M
- 2. NCR Atleos Corp0.55%$65.28M
- 3. Heineken Holding NV1.79%$211.6M
- 4. NCR Voyix Corp0.29%$34.54M
- 5. Charter Communications Inc Class A0.92%$108.22M
- 6. NEXON Co Ltd0.29%$34.08M
- 7. Hoshizaki Corp0.25%$29.79M
- 8. Jefferies Financial Group Inc1.26%$148.98M
- 9. Broadcom Inc0.21%$24.95M
- 10. Howmet Aerospace Inc0.35%$40.78M
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
Totals
Holdings
Assets
Weight
Prisons
3
$847.37M
7.17%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$847.37M
7.17%
Borders high risk
0
$0
0%
Total
3
$847.37M
7.17%
Holdings — 3 flagged holdings
1.
Alphabet Inc Class A
:$429.68M
3.64%
2.
Alphabet Inc Class C
:$218.1M
1.85%
3.
Amazon.com Inc
:$199.59M
1.69%
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 FPCSX
Environment
Social
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