Gotham Enhanced S&P 500 Index Fund
Shareclass
Gotham Enhanced S&P 500 Index Instl (GSPFX)
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 Gotham Enhanced S&P 500 Index Fund
FUND COVERAGE
# of holdings496
% 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
27 / 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 Inc<0.01%$1,164
- 2. Procter & Gamble Co0.59%$121,339
- 3. Biogen Inc0.17%$34,210
- 4. Dow Inc<0.01%$1,432
- 5. Boston Scientific Corp0.03%$7,062
- 6. Marriott International Inc Class A0.02%$4,049
- 7. Bank of America Corp0.61%$127,318
- 8. Welltower Inc0.78%$162,096
- 9. The Interpublic Group of Companies Inc0.08%$17,382
- 10. Mondelez International Inc Class A0.15%$31,415
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.1%$20,324
- 2. Lennar Corp Class A0.06%$12,626
- 3. Palantir Technologies Inc Ordinary Shares - Class A0.05%$11,310
- 4. Old Dominion Freight Line Inc Ordinary Shares<0.01%$1,654
- 5. Super Micro Computer Inc<0.01%$1,301
- 6. Brown & Brown Inc0.01%$2,115
- 7. PACCAR Inc0.01%$2,921
- 8. Universal Health Services Inc Class B0.1%$21,233
- 9. Steel Dynamics Inc<0.01%$1,126
- 10. Rollins Inc<0.01%$1,297
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 Gotham Enhanced S&P 500 Index Fund
Totals
Holdings
Assets
Weight
Prisons
21
$4.41M
21%
Prisons high risk
4
$15,150
0.07%
Private prisons
0
$0
0%
Borders
23
$4.01M
19%
Borders high risk
13
$472,698
2.28%
Total
35
$5.13M
25%
Holdings — 35 flagged holdings
1.
Microsoft Corp
:$1.38M
6.67%
2.
Amazon.com Inc
:$942,358
4.55%
3.
Alphabet Inc Class A
:$857,015
4.14%
4.
Berkshire Hathaway Inc Class B
$479,855
2.32%
5.
AT&T Inc
:$230,369
1.11%
6.
Elevance Health Inc
$169,199
0.82%
7.
3M Co
$135,552
0.65%
8.
General Dynamics Corp
:$127,567
0.62%
9.
Lockheed Martin Corp
:$113,464
0.55%
10.
General Motors Co
:$84,466
0.41%
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.
Gotham Enhanced S&P 500 Index Fund GSPFX
Environment
Social
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