Frost Growth Equity Fund
Shareclass
Frost Growth Equity Inst (FICEX)
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 Frost Growth Equity Fund
FUND COVERAGE
# of holdings53
% of assets100%
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
10 / 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. Boston Scientific Corp1.08%$2.73M
- 2. Mastercard Inc Class A2.42%$6.1M
- 3. Uber Technologies Inc0.81%$2.03M
- 4. Microsoft Corp11%$28.62M
- 5. AbbVie Inc0.87%$2.19M
- 6. Trane Technologies PLC Class A0.62%$1.56M
- 7. Coca-Cola Co0.43%$1.07M
- 8. Adyen NV ADR0.53%$1.32M
- 9. GE Aerospace1.78%$4.47M
- 10. Intuit Inc0.95%$2.4M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Reddit Inc Class A Shares0.21%$541,265
- 2. O'Reilly Automotive Inc1.31%$3.3M
- 3. Snowflake Inc Ordinary Shares1.3%$3.28M
- 4. Broadcom Inc4.93%$12.41M
- 5. Monster Beverage Corp0.27%$682,742
- 6. TransDigm Group Inc0.62%$1.56M
- 7. Synopsys Inc0.34%$846,882
- 8. Costco Wholesale Corp1.17%$2.95M
- 9. Booking Holdings Inc0.91%$2.3M
- 10. Datadog Inc Class A0.56%$1.4M
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 Frost Growth Equity Fund
Totals
Holdings
Assets
Weight
Prisons
5
$63.25M
25%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$60.31M
24%
Borders high risk
0
$0
0%
Total
5
$63.25M
25%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$28.62M
11%
2.
Amazon.com Inc
:$13.59M
5.4%
3.
Alphabet Inc Class C
:$9.52M
3.78%
4.
Alphabet Inc Class A
:$8.57M
3.4%
5.
Costco Wholesale Corp
$2.95M
1.17%
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.
Frost Growth Equity Fund FICEX
Environment
Social
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