Kinetics The Global Fund
Shareclass
Kinetics Global No Load (WWWEX)
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 Kinetics The Global Fund
FUND COVERAGE
# of holdings35
% of assets28%
Score
43 / 100
Rank
UNRANKED
Fund is below coverage threshold
Grade
N/A
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. ASX Ltd0.05%$36,730
- 2. Euronext NV0.27%$191,432
- 3. Kinnevik AB Class B<0.01%$1,769
- 4. Deutsche Boerse AG0.28%$195,705
- 5. Anglo American PLC ADR0.04%$31,146
- 6. PrairieSky Royalty Ltd0.68%$471,793
- 7. CME Group Inc Class A0.08%$55,124
- 8. NZX Ltd0.05%$34,513
- 9. Investor AB Class B2.85%$1.99M
- 10. EQT Corp<0.01%$700
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Brookfield Wealth Solutions Ltd Ordinary Shares (Exchangeable Shares, Sub V0.02%$14,333
- 2. Toei Animation Co Ltd0.46%$319,364
- 3. Brookfield Corp Registered Shs -A- Limited Vtg0.35%$247,400
- 4. Penske Automotive Group Inc<0.01%$5,154
- 5. White Mountains Insurance Group Ltd3.72%$2.59M
- 6. AutoNation Inc0.01%$7,946
- 7. Eagle Materials Inc0.12%$84,482
- 8. Nippon Television Holdings Inc0.83%$580,883
- 9. RB Global Inc0.03%$21,238
- 10. Liberty Energy Inc Class A<0.01%$2,296
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 Kinetics The Global Fund
Totals
Holdings
Assets
Weight
Prisons
1
$7,226
0.01%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$218,773
0.31%
Borders high risk
2
$171,103
0.25%
Total
4
$225,999
0.32%
Holdings — 4 flagged holdings
1.
Booz Allen Hamilton Holding Corp Class A
:$166,608
0.24%
2.
CACI International Inc Class A
:$47,670
0.07%
3.
Fairfax Financial Holdings Ltd Shs Subord.Vtg
$7,226
0.01%
4.
Elbit Systems Ltd
:$4,495
<0.01%
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.
Kinetics The Global Fund WWWEX
Environment
Social
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