Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund FPA Queens Road Value Fund
FUND COVERAGE
# of holdings29
% of assets92%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mondelez International Inc Class A1.05%$562,230
- 2. JPMorgan Chase & Co5.3%$2.84M
- 3. The Hershey Co3.49%$1.87M
- 4. Prudential Financial Inc1.94%$1.04M
- 5. Merck & Co Inc2.17%$1.16M
- 6. McDonald's Corp2.4%$1.28M
- 7. Trane Technologies PLC Class A7.25%$3.88M
- 8. American Express Co6.82%$3.65M
- 9. Centene Corp2%$1.07M
- 10. Bank of New York Mellon Corp2.95%$1.58M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class A4.23%$2.26M
- 2. Solventum Corp0.12%$65,700
- 3. 3M Co1.04%$558,648
- 4. Allegion PLC1.13%$602,990
- 5. Ameriprise Financial Inc5.5%$2.95M
- 6. General Dynamics Corp5.09%$2.73M
- 7. Intel Corp1.63%$872,300
- 8. The Walt Disney Co1.1%$589,790
- 9. Danaher Corp2.33%$1.25M
- 10. Oracle Corp9.66%$5.17M
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 Queens Road Value Fund
Totals
Holdings
Assets
Weight
Prisons
4
$5.56M
10%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$3.83M
7.16%
Borders high risk
2
$3.83M
7.16%
Total
6
$9.39M
18%
Holdings — 6 flagged holdings
1.
General Dynamics Corp
:$2.73M
5.09%
2.
Berkshire Hathaway Inc Class A
$2.26M
4.23%
3.
Elevance Health Inc
$1.45M
2.72%
4.
McDonald's Corp
$1.28M
2.4%
5.
RTX Corp
:$1.1M
2.06%
6.
3M Co
$558,648
1.04%
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 Queens Road Value Fund QRVLX
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Social
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