GreenFi Redwood Fund

Shareclass
GreenFi Redwood Fund (REDWX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund GreenFi Redwood Fund

FUND COVERAGE
# of holdings47
% of assets99%
Score
54 / 100
Rank

36.6 percentile

Group: U.S. Large Cap Equity

Rank: #928 out of 1,462

Grade
D

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. International Flavors & Fragrances Inc
         % of fund invested: 1.7%
         $USD invested: $2.52M
  • 2. Xylem Inc
         % of fund invested: 1.37%
         $USD invested: $2.03M
  • 3. Bristol-Myers Squibb Co
         % of fund invested: 1.5%
         $USD invested: $2.23M
  • 4. Vertex Pharmaceuticals Inc
         % of fund invested: 1.14%
         $USD invested: $1.7M
  • 5. Microsoft Corp
         % of fund invested: 8.54%
         $USD invested: $12.7M
  • 6. Ecolab Inc
         % of fund invested: 1.54%
         $USD invested: $2.28M
  • 7. Walmart Inc
         % of fund invested: 1.59%
         $USD invested: $2.36M
  • 8. Atlassian Corp Class A
         % of fund invested: 1.55%
         $USD invested: $2.31M
  • 9. ServiceNow Inc
         % of fund invested: 2.22%
         $USD invested: $3.3M
  • 10. American Water Works Co Inc
         % of fund invested: 1.34%
         $USD invested: $1.99M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Advanced Drainage Systems Inc
         % of fund invested: 1.41%
         $USD invested: $2.09M
  • 2. Broadcom Inc
         % of fund invested: 3.24%
         $USD invested: $4.82M
  • 3. Cadence Design Systems Inc
         % of fund invested: 3%
         $USD invested: $4.46M
  • 4. Micron Technology Inc
         % of fund invested: 1.46%
         $USD invested: $2.17M
  • 5. Costco Wholesale Corp
         % of fund invested: 2.59%
         $USD invested: $3.85M
  • 6. Sprouts Farmers Market Inc
         % of fund invested: 2.1%
         $USD invested: $3.12M
  • 7. Bio-Rad Laboratories Inc Class A
         % of fund invested: 1.61%
         $USD invested: $2.4M
  • 8. Apollo Asset Management, Inc. Ordinary Shares - Class A (New)
         % of fund invested: 1.97%
         $USD invested: $2.92M
  • 9. MongoDB Inc Class A
         % of fund invested: 1.85%
         $USD invested: $2.75M
  • 10. Gates Industrial Corp PLC
         % of fund invested: 1.21%
         $USD invested: $1.8M

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 survey
Member of USSIF
This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Positive Investment.  More
US-SIF member fund managers: want to update your statement?  Contact us




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund GreenFi Redwood Fund

Totals

Holdings
Assets
Weight
Prisons
6
$36.95M
25%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$30.73M
21%
     Borders high risk
0
$0
0%
Total
6
$36.95M
25%
Full fund results

Holdings — 6 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$12.7M
8.54%
Prisons
Borders :
$12.7M
8.54%
2.
Alphabet Inc Class A
Prisons
Borders
$8.77M
5.9%
Prisons
Borders :
$8.77M
5.9%
3.
Amazon.com Inc
Prisons
Borders
$6.51M
4.38%
Prisons
Borders :
$6.51M
4.38%
4.
Costco Wholesale Corp
Prisons
$3.85M
2.59%
Prisons
$3.85M
2.59%
5.
First Horizon Corp
Prisons
Borders
$2.76M
1.86%
Prisons
Borders :
$2.76M
1.86%
6.
Walmart Inc
Prisons
$2.36M
1.59%
Prisons
$2.36M
1.59%
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