Jackson Square Large-Cap Growth Fund - Managed Portfolio Series
Shareclass
Jackson Square Large-Cap Growth Fund Investor Class (JSPJX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Jackson Square Large-Cap Growth Fund - Managed Portfolio Series
FUND COVERAGE
# of holdings27
% of assets95%
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
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. Mastercard Inc2.97%$5.44M
- 2. Uber Technologies Inc1.8%$3.29M
- 3. Microsoft Corp9.36%$17.16M
- 4. S&P Global Inc2.73%$5.01M
- 5. Starbucks Corp1.37%$2.52M
- 6. Workday Inc2.04%$3.73M
- 7. ServiceNow Inc1.95%$3.57M
- 8. Visa Inc2.68%$4.92M
- 9. Alphabet Inc8.56%$15.69M
- 10. Boeing Co/The3.21%$5.89M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vertiv Holdings Co3.27%$6M
- 2. Shift4 Payments Inc1.84%$3.37M
- 3. Cadence Design Systems Inc3.89%$7.14M
- 4. Canadian Pacific Kansas City Ltd2.43%$4.46M
- 5. IQVIA Holdings Inc1.82%$3.33M
- 6. Waste Management Inc2.09%$3.84M
- 7. Linde PLC1.24%$2.28M
- 8. Advanced Micro Devices Inc3.05%$5.59M
- 9. AAON Inc4.3%$7.88M
- 10. CyberArk Software Ltd5.06%$9.28M
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 Jackson Square Large-Cap Growth Fund - Managed Portfolio Series
Totals
Holdings
Assets
Weight
Prisons
3.0
$45.49M
25%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$45.49M
25%
Borders high risk
0.0
$0
0%
Total
3.0
$45.49M
25%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$17.16M
9.36%
2.
Alphabet Inc
:$15.69M
8.56%
3.
Amazon.com Inc
:$12.64M
6.9%
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.
Jackson Square Large-Cap Growth Fund - Managed Portfolio Series JSPJX
Environment
Social
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