Horizon Multi-Factor U.S. Equity Fund
Shareclass
Horizon Multi-Factor U.S. Equity Advisor (USRTX)
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 Horizon Multi-Factor U.S. Equity Fund
FUND COVERAGE
# of holdings160
% 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
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 Co0.67%$4.75M
- 2. Biogen Inc0.27%$1.92M
- 3. Boston Scientific Corp0.53%$3.78M
- 4. Welltower Inc0.52%$3.71M
- 5. Mastercard Inc Class A1.73%$12.27M
- 6. Philip Morris International Inc0.63%$4.47M
- 7. Ralph Lauren Corp Class A0.28%$1.97M
- 8. Expedia Group Inc0.19%$1.36M
- 9. Uber Technologies Inc0.75%$5.33M
- 10. PepsiCo Inc0.46%$3.26M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Palantir Technologies Inc Ordinary Shares - Class A2.15%$15.21M
- 2. Universal Health Services Inc Class B0.24%$1.68M
- 3. Berkshire Hathaway Inc Class B2.95%$20.94M
- 4. A.O. Smith Corp0.2%$1.39M
- 5. O'Reilly Automotive Inc0.48%$3.37M
- 6. NVR Inc0.27%$1.93M
- 7. Invesco Ltd0.23%$1.63M
- 8. CF Industries Holdings Inc0.26%$1.82M
- 9. WR Berkley Corp0.28%$1.97M
- 10. Interactive Brokers Group Inc Class A0.32%$2.25M
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 Horizon Multi-Factor U.S. Equity Fund
Totals
Holdings
Assets
Weight
Prisons
12
$122.83M
17%
Prisons high risk
2
$4.78M
0.67%
Private prisons
0
$0
0%
Borders
13
$123.31M
17%
Borders high risk
8
$36.21M
5.11%
Total
20
$166.85M
24%
Holdings — 20 flagged holdings
1.
Microsoft Corp
:$35.82M
5.05%
2.
Alphabet Inc Class A
:$35.77M
5.05%
3.
Berkshire Hathaway Inc Class B
$20.94M
2.95%
4.
Palantir Technologies Inc Ordinary Shares - Class A
:$15.21M
2.15%
5.
Walmart Inc
$11.54M
1.63%
6.
AT&T Inc
:$8.34M
1.18%
7.
General Dynamics Corp
:$4.76M
0.67%
8.
Salesforce Inc
:$4.26M
0.6%
9.
McDonald's Corp
$3.84M
0.54%
10.
Northrop Grumman Corp
:$3.42M
0.48%
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.
Horizon Multi-Factor U.S. Equity Fund USRTX
Environment
Social
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