Jamestown Equity Fund
Shareclass
Jamestown Equity (JAMEX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Jamestown Equity Fund
FUND COVERAGE
# of holdings42
% of assets81%
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
9 / 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 Co1.14%$745,202
- 2. Unilever PLC ADR1.45%$948,480
- 3. JPMorgan Chase & Co3.47%$2.27M
- 4. PepsiCo Inc0.6%$393,232
- 5. The Goldman Sachs Group Inc2.01%$1.31M
- 6. Microsoft Corp5.38%$3.52M
- 7. Merck & Co Inc0.51%$335,720
- 8. TotalEnergies SE ADR0.91%$596,900
- 9. Trane Technologies PLC Class A1.03%$675,136
- 10. Amgen Inc0.56%$366,860
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Broadcom Inc3.53%$2.31M
- 2. Norfolk Southern Corp1.47%$961,312
- 3. Applied Materials Inc1.77%$1.16M
- 4. Booking Holdings Inc1.85%$1.21M
- 5. Ameriprise Financial Inc1.91%$1.25M
- 6. The Home Depot Inc0.93%$607,785
- 7. United Parcel Service Inc Class B0.33%$217,178
- 8. Oracle Corp2.22%$1.45M
- 9. TJX Companies Inc1.92%$1.26M
- 10. RTX Corp1.61%$1.05M
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 Jamestown Equity Fund
Totals
Holdings
Assets
Weight
Prisons
4
$10.26M
16%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$12.46M
19%
Borders high risk
2
$1.93M
2.94%
Total
7
$13.06M
20%
Holdings — 7 flagged holdings
1.
Alphabet Inc Class C
:$3.72M
5.68%
2.
Microsoft Corp
:$3.52M
5.38%
3.
Amazon.com Inc
:$2.42M
3.69%
4.
RTX Corp
:$1.05M
1.61%
5.
Lockheed Martin Corp
:$875,115
1.34%
6.
Thermo Fisher Scientific Inc
:$873,036
1.33%
7.
Elevance Health Inc
$597,772
0.91%
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.
Jamestown Equity Fund JAMEX
Environment
Social
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