iMGP Global Select Fund - LITMAN GREGORY FUNDS TRUST
Shareclass
iMGP Global Select Fund Institutional Class (MSEFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund iMGP Global Select Fund - LITMAN GREGORY FUNDS TRUST
FUND COVERAGE
# of holdings30
% of assets91%
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
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG3.27%$2.79M
- 2. Haleon PLC3.08%$2.63M
- 3. SAP SE2.43%$2.07M
- 4. Microsoft Corp6.86%$5.84M
- 5. Zoetis Inc4.42%$3.77M
- 6. Adyen NV2.22%$1.89M
- 7. Heineken NV2.29%$1.95M
- 8. Visa Inc4.85%$4.13M
- 9. Chubb Ltd3.35%$2.85M
- 10. Occidental Petroleum Corp2.84%$2.42M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc3.85%$3.28M
- 2. Markel Group Inc3.32%$2.83M
- 3. Brookfield Corp3.53%$3.01M
- 4. Berkshire Hathaway Inc1.77%$1.51M
- 5. Berkshire Hathaway Inc1.37%$1.17M
- 6. Broadcom Inc1.63%$1.39M
- 7. Franco-Nevada Corp3.6%$3.07M
- 8. Paycom Software Inc1.81%$1.55M
- 9. CoStar Group Inc1.9%$1.62M
- 10. Walt Disney Co/The3%$2.56M
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 iMGP Global Select Fund - LITMAN GREGORY FUNDS TRUST
Totals
Holdings
Assets
Weight
Prisons
5.0
$14.67M
17%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$11.99M
14%
Borders high risk
0.0
$0
0%
Total
5.0
$14.67M
17%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$5.84M
6.86%
2.
Amazon.com Inc
:$3.55M
4.17%
3.
Alphabet Inc
:$2.6M
3.05%
4.
Berkshire Hathaway Inc
$1.51M
1.77%
5.
Berkshire Hathaway Inc
$1.17M
1.37%
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.
iMGP Global Select Fund - LITMAN GREGORY FUNDS TRUST MSEFX
Environment
Social
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