Integrity Dividend Harvest Fund
Shareclass
Integrity Dividend Harvest C (IDHCX)
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 Integrity Dividend Harvest Fund
FUND COVERAGE
# of holdings58
% of assets100%
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
8 / 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 Co0.5%$2.77M
- 2. Bank of America Corp1.39%$7.74M
- 3. Citigroup Inc2.36%$13.2M
- 4. Philip Morris International Inc1.02%$5.68M
- 5. JPMorgan Chase & Co1.53%$8.52M
- 6. Accenture PLC Class A0.88%$4.93M
- 7. PepsiCo Inc3.02%$16.85M
- 8. Bristol-Myers Squibb Co2.5%$13.98M
- 9. Prudential Financial Inc2.23%$12.45M
- 10. Verizon Communications Inc2.13%$11.87M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Permian Resources Corp Class A0.92%$5.12M
- 2. American Financial Group Inc1.04%$5.83M
- 3. Genuine Parts Co1.37%$7.62M
- 4. NextEra Energy Inc4.87%$27.18M
- 5. Broadcom Inc5.61%$31.34M
- 6. Old Republic International Corp1.37%$7.64M
- 7. Spire Inc0.88%$4.89M
- 8. Qualcomm Inc1.64%$9.15M
- 9. Illinois Tool Works Inc0.79%$4.43M
- 10. The Home Depot Inc1.45%$8.1M
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 Integrity Dividend Harvest Fund
Totals
Holdings
Assets
Weight
Prisons
2
$12.36M
2.21%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$22.3M
3.99%
Borders high risk
1
$7.49M
1.34%
Total
5
$34.66M
6.21%
Holdings — 5 flagged holdings
1.
AT&T Inc
:$9.88M
1.77%
2.
Lockheed Martin Corp
:$7.49M
1.34%
3.
Target Corp
$6.28M
1.12%
4.
McDonald's Corp
$6.08M
1.09%
5.
Accenture PLC Class A
:$4.93M
0.88%
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.
Integrity Dividend Harvest Fund IDHCX
Environment
Social
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