GreenFi Redwood Fund - Aspiration Funds
Shareclass
GreenFi Redwood Fund (REDWX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund GreenFi Redwood Fund - Aspiration Funds
FUND COVERAGE
# of holdings43
% of assets94%
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
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. International Flavors & Fragrances Inc2%$3.02M
- 2. Bristol-Myers Squibb Co1.84%$2.79M
- 3. Vertex Pharmaceuticals Inc1.75%$2.65M
- 4. Microsoft Corp7.49%$11.33M
- 5. Ecolab Inc1.39%$2.11M
- 6. Walmart Inc1.69%$2.55M
- 7. Atlassian Corp1.36%$2.05M
- 8. ServiceNow Inc1.72%$2.6M
- 9. American Water Works Co Inc1.1%$1.66M
- 10. Visa Inc3.86%$5.85M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Advanced Drainage Systems Inc1.3%$1.97M
- 2. Broadcom Inc3.27%$4.95M
- 3. Cadence Design Systems Inc2.04%$3.08M
- 4. Micron Technology Inc2.25%$3.4M
- 5. Costco Wholesale Corp2.33%$3.52M
- 6. Bio-Rad Laboratories Inc1.51%$2.28M
- 7. Sprouts Farmers Market Inc1.09%$1.65M
- 8. Apollo Global Management Inc1.97%$2.98M
- 9. MongoDB Inc0.96%$1.46M
- 10. Gates Industrial Corp PLC1.14%$1.73M
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 GreenFi Redwood Fund - Aspiration Funds
Totals
Holdings
Assets
Weight
Prisons
6.0
$38.88M
26%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$34.45M
23%
Borders high risk
0.0
$0
0%
Total
7.0
$40.52M
27%
Holdings — 7 flagged holdings
1.
Alphabet Inc
:$11.44M
7.56%
2.
Microsoft Corp
:$11.33M
7.49%
3.
Amazon.com Inc
:$7.23M
4.78%
4.
Costco Wholesale Corp
$3.52M
2.33%
5.
First Horizon Corp
:$2.8M
1.85%
6.
Walmart Inc
$2.55M
1.69%
7.
Ingersoll Rand Inc
:$1.65M
1.09%
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.
GreenFi Redwood Fund - Aspiration Funds REDWX
Environment
Social
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