Johnson Equity Income Fund
Shareclass
Johnson Equity Income S (JEQSX)
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 Johnson Equity Income Fund
FUND COVERAGE
# of holdings46
% of assets98%
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
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 Co0.83%$5.76M
- 2. Mastercard Inc Class A2.06%$14.35M
- 3. Willis Towers Watson PLC2.1%$14.66M
- 4. Accenture PLC Class A1.97%$13.76M
- 5. PepsiCo Inc1.7%$11.88M
- 6. Microsoft Corp4.81%$33.52M
- 7. McDonald's Corp1.91%$13.33M
- 8. IDEX Corp1.49%$10.36M
- 9. American Electric Power Co Inc3.32%$23.16M
- 10. Alliant Energy Corp3.29%$22.96M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. American Financial Group Inc2.01%$14.05M
- 2. Genuine Parts Co1.44%$10.03M
- 3. Apollo Asset Management, Inc.1.93%$13.49M
- 4. Roper Technologies Inc1.96%$13.68M
- 5. Amphenol Corp Class A1.47%$10.23M
- 6. Illinois Tool Works Inc1.97%$13.76M
- 7. Waste Management Inc1.96%$13.7M
- 8. Medtronic PLC1.45%$10.1M
- 9. Avery Dennison Corp1.85%$12.87M
- 10. Everest Group Ltd1.68%$11.69M
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 Johnson Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
5
$107.25M
15%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$107.68M
15%
Borders high risk
0
$0
0%
Total
6
$121.01M
17%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$33.52M
4.81%
2.
Amazon.com Inc
:$23.27M
3.34%
3.
Alphabet Inc Class A
:$21.57M
3.09%
4.
First Horizon Corp
:$15.56M
2.23%
5.
Accenture PLC Class A
:$13.76M
1.97%
6.
McDonald's Corp
$13.33M
1.91%
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.
Johnson Equity Income Fund JEQSX
Environment
Social
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