Iman Fund

Shareclass
Iman K (IMANX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Iman Fund

FUND COVERAGE
# of holdings102
% of assets93%
Score
52 / 100
Rank

15.0 percentile

Group: U.S. Large Cap Equity

Rank: #1,244 out of 1,462

Grade
F

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

25 / 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. Procter & Gamble Co
         % of fund invested: 1.62%
         $USD invested: $3.28M
  • 2. Novo Nordisk AS ADR
         % of fund invested: 1.38%
         $USD invested: $2.78M
  • 3. Boston Scientific Corp
         % of fund invested: 0.53%
         $USD invested: $1.07M
  • 4. Rio Tinto PLC ADR
         % of fund invested: 0.38%
         $USD invested: $764,123
  • 5. Uber Technologies Inc
         % of fund invested: 0.33%
         $USD invested: $662,430
  • 6. Johnson & Johnson
         % of fund invested: 1.88%
         $USD invested: $3.8M
  • 7. Vertex Pharmaceuticals Inc
         % of fund invested: 0.29%
         $USD invested: $578,760
  • 8. SAP SE ADR
         % of fund invested: 2.02%
         $USD invested: $4.07M
  • 9. Microsoft Corp
         % of fund invested: 7.69%
         $USD invested: $15.51M
  • 10. Roche Holding AG ADR
         % of fund invested: 0.99%
         $USD invested: $2M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.49%
         $USD invested: $980,475
  • 2. Lennar Corp Class A
         % of fund invested: 0.15%
         $USD invested: $301,412
  • 3. Madison Square Garden Sports Corp Class A
         % of fund invested: 0.09%
         $USD invested: $190,144
  • 4. UFP Industries Inc
         % of fund invested: 0.68%
         $USD invested: $1.38M
  • 5. Vertiv Holdings Co Class A
         % of fund invested: 0.1%
         $USD invested: $197,751
  • 6. Super Micro Computer Inc
         % of fund invested: 0.16%
         $USD invested: $328,367
  • 7. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 0.12%
         $USD invested: $240,204
  • 8. Chemed Corp
         % of fund invested: 0.54%
         $USD invested: $1.09M
  • 9. Exponent Inc
         % of fund invested: 0.47%
         $USD invested: $956,288
  • 10. FormFactor Inc
         % of fund invested: 0.08%
         $USD invested: $168,609

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




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Iman Fund

Totals

Holdings
Assets
Weight
Prisons
3
$24.67M
12%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$26.5M
13%
     Borders high risk
0
$0
0%
Total
4
$26.5M
13%
Full fund results

Holdings — 4 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$15.51M
7.69%
Prisons
Borders :
$15.51M
7.69%
2.
Alphabet Inc Class A
Prisons
Borders
$7.29M
3.61%
Prisons
Borders :
$7.29M
3.61%
3.
Alphabet Inc Class C
Prisons
Borders
$1.88M
0.93%
Prisons
Borders :
$1.88M
0.93%
4.
Salesforce Inc
Borders
$1.82M
0.9%
Borders :
$1.82M
0.9%
More from Invest Your Values
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