JPMorgan Growth Advantage Fund

Shareclass
JPMorgan Growth Advantage C (JGACX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund JPMorgan Growth Advantage Fund

FUND COVERAGE
# of holdings77
% of assets97%
Score
52 / 100
Rank

20.5 percentile

Group: U.S. Large Cap Equity

Rank: #1,164 out of 1,462

Grade
D

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

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mastercard Inc Class A
         % of fund invested: 2.16%
         $USD invested: $514.46M
  • 2. Hilton Worldwide Holdings Inc
         % of fund invested: 0.31%
         $USD invested: $73.13M
  • 3. Uber Technologies Inc
         % of fund invested: 0.93%
         $USD invested: $222.26M
  • 4. The Goldman Sachs Group Inc
         % of fund invested: 1.15%
         $USD invested: $274.14M
  • 5. Microsoft Corp
         % of fund invested: 8.66%
         $USD invested: $2.06B
  • 6. Neurocrine Biosciences Inc
         % of fund invested: 0.64%
         $USD invested: $151.65M
  • 7. HubSpot Inc
         % of fund invested: 0.54%
         $USD invested: $128.07M
  • 8. Trane Technologies PLC Class A
         % of fund invested: 0.55%
         $USD invested: $131.15M
  • 9. Intuit Inc
         % of fund invested: 1.5%
         $USD invested: $356.59M
  • 10. Alnylam Pharmaceuticals Inc
         % of fund invested: 1.03%
         $USD invested: $244.52M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.57%
         $USD invested: $135.5M
  • 2. Carvana Co Class A
         % of fund invested: 0.55%
         $USD invested: $131.4M
  • 3. Reddit Inc Class A Shares
         % of fund invested: 0.56%
         $USD invested: $132.12M
  • 4. Blackstone Inc
         % of fund invested: 1.26%
         $USD invested: $300M
  • 5. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 0.66%
         $USD invested: $157.36M
  • 6. Eagle Materials Inc
         % of fund invested: 0.38%
         $USD invested: $90.3M
  • 7. Comfort Systems USA Inc
         % of fund invested: 0.43%
         $USD invested: $102.68M
  • 8. CrowdStrike Holdings Inc Class A
         % of fund invested: 0.66%
         $USD invested: $157.48M
  • 9. Snowflake Inc Ordinary Shares
         % of fund invested: 0.9%
         $USD invested: $212.97M
  • 10. Interactive Brokers Group Inc Class A
         % of fund invested: 0.72%
         $USD invested: $171.38M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund JPMorgan Growth Advantage Fund

Totals

Holdings
Assets
Weight
Prisons
4
$3.97B
17%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$3.92B
16%
     Borders high risk
0
$0
0%
Total
5
$4.1B
17%
Full fund results

Holdings — 5 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$2.06B
8.66%
Prisons
Borders :
$2.06B
8.66%
2.
Amazon.com Inc
Prisons
Borders
$1.03B
4.34%
Prisons
Borders :
$1.03B
4.34%
3.
Alphabet Inc Class C
Prisons
Borders
$693.26M
2.91%
Prisons
Borders :
$693.26M
2.91%
4.
3M Co
Prisons
$180.49M
0.76%
Prisons
$180.49M
0.76%
5.
Thermo Fisher Scientific Inc
Borders
$137.17M
0.58%
Borders :
$137.17M
0.58%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer