Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund GoodHaven Fund
FUND COVERAGE
# of holdings17
% of assets78%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
13 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp6.06%$16.21M
- 2. JPMorgan Chase & Co0.9%$2.41M
- 3. Chubb Ltd3.96%$10.59M
- 4. Alphabet Inc Class C6.72%$17.98M
- 5. EXOR NV5.86%$15.67M
- 6. Progressive Corp3.23%$8.65M
- 7. Arrow Electronics Inc3.61%$9.66M
- 8. Toll Brothers Inc0.78%$2.09M
- 9. Devon Energy Corp4.44%$11.88M
- 10. KKR & Co Inc Ordinary Shares3.91%$10.46M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Hess Midstream LP Class A1.17%$3.12M
- 2. Lennar Corp Class B4.46%$11.92M
- 3. Brookfield Corp Registered Shs -A- Limited Vtg3.8%$10.16M
- 4. Berkshire Hathaway Inc Class B16%$43.16M
- 5. Jefferies Financial Group Inc5.88%$15.73M
- 6. Asbury Automotive Group Inc1.97%$5.28M
- 7. Builders FirstSource Inc5.15%$13.78M
- 8. KKR & Co Inc Ordinary Shares3.91%$10.46M
- 9. Devon Energy Corp4.44%$11.88M
- 10. Toll Brothers Inc0.78%$2.09M
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 GoodHaven Fund
Totals
Holdings
Assets
Weight
Prisons
2
$61.13M
23%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$17.98M
6.72%
Borders high risk
0
$0
0%
Total
2
$61.13M
23%
Holdings — 2 flagged holdings
1.
Berkshire Hathaway Inc Class B
$43.16M
16%
2.
Alphabet Inc Class C
:$17.98M
6.72%
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.
GoodHaven Fund GOODX
Environment
Social
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