Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Homestead Funds Value Fund
FUND COVERAGE
# of holdings52
% of assets99%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 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 Co1.13%$11.71M
- 2. Boston Scientific Corp2.11%$21.73M
- 3. Bank of America Corp2.56%$26.36M
- 4. Citigroup Inc2.24%$23.16M
- 5. JPMorgan Chase & Co5.1%$52.59M
- 6. Northrop Grumman Corp2.28%$23.51M
- 7. Bristol-Myers Squibb Co1.11%$11.5M
- 8. The Goldman Sachs Group Inc3.66%$37.78M
- 9. Microsoft Corp2.87%$29.6M
- 10. Merck & Co Inc1.35%$13.93M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. LKQ Corp0.61%$6.27M
- 2. CSX Corp1.51%$15.56M
- 3. PulteGroup Inc1.15%$11.89M
- 4. CACI International Inc Class A1.22%$12.58M
- 5. Parker Hannifin Corp3.13%$32.28M
- 6. Digital Realty Trust Inc1.1%$11.31M
- 7. Diamondback Energy Inc0.67%$6.9M
- 8. NXP Semiconductors NV1.76%$18.13M
- 9. The Home Depot Inc1.31%$13.54M
- 10. Avery Dennison Corp1.58%$16.26M
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 Homestead Funds Value Fund
Totals
Holdings
Assets
Weight
Prisons
4
$76.18M
7.38%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$79.92M
7.75%
Borders high risk
1
$23.51M
2.28%
Total
7
$121.16M
12%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$29.6M
2.87%
2.
Northrop Grumman Corp
:$23.51M
2.28%
3.
McDonald's Corp
$21.65M
2.1%
4.
Walmart Inc
$19.59M
1.9%
5.
CACI International Inc Class A
:$12.58M
1.22%
6.
TransUnion
:$8.88M
0.86%
7.
Alphabet Inc Class C
:$5.34M
0.52%
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.
Homestead Funds Value Fund HOVLX
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