Gotham Index Plus Fund
Shareclass
Gotham Index Plus Institutional (GINDX)
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 Index Plus Fund
FUND COVERAGE
# of holdings295
% 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
8 / 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. Procter & Gamble Co0.57%$9.4M
- 2. Biogen Inc0.61%$10.2M
- 3. Marriott International Inc Class A0.02%$354,567
- 4. Bank of America Corp0.34%$5.61M
- 5. Welltower Inc0.55%$9.21M
- 6. Mondelez International Inc Class A0.36%$6.05M
- 7. Hologic Inc0.59%$9.85M
- 8. Mastercard Inc Class A0.59%$9.72M
- 9. Citigroup Inc0.14%$2.34M
- 10. Philip Morris International Inc0.42%$7.03M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.4%$6.56M
- 2. Lennar Corp Class A0.03%$547,503
- 3. Palantir Technologies Inc Ordinary Shares - Class A0.43%$7.09M
- 4. Brown & Brown Inc0.09%$1.49M
- 5. Universal Health Services Inc Class B0.31%$5.2M
- 6. Blackstone Inc0.1%$1.74M
- 7. Berkshire Hathaway Inc Class B1.25%$20.68M
- 8. Cincinnati Financial Corp0.13%$2.16M
- 9. Charter Communications Inc Class A0.33%$5.48M
- 10. Cintas Corp0.23%$3.84M
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 Index Plus Fund
Totals
Holdings
Assets
Weight
Prisons
17
$229.71M
14%
Prisons high risk
2
$2.23M
0.13%
Private prisons
0
$0
0%
Borders
18
$226.35M
14%
Borders high risk
10
$62.14M
3.74%
Total
29
$307.81M
19%
Holdings — 29 flagged holdings
1.
Microsoft Corp
:$59.32M
3.57%
2.
Amazon.com Inc
:$41.97M
2.53%
3.
Alphabet Inc Class A
:$37.1M
2.23%
4.
Berkshire Hathaway Inc Class B
$20.68M
1.25%
5.
Target Corp
$10.87M
0.65%
6.
General Dynamics Corp
:$10.61M
0.64%
7.
Yum Brands Inc
$10.28M
0.62%
8.
Lockheed Martin Corp
:$10.09M
0.61%
9.
Elevance Health Inc
$8.97M
0.54%
10.
Leidos Holdings Inc
:$8.97M
0.54%
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 Index Plus Fund GINDX
Environment
Social
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