Knights of Columbus Large Cap Value Fund
Shareclass
Knights of Columbus Large Cap Value S (KCVSX)
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 Knights of Columbus Large Cap Value Fund
FUND COVERAGE
# of holdings75
% 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 Co1.68%$4.77M
- 2. Boston Scientific Corp1.1%$3.12M
- 3. Bank of America Corp4.1%$11.65M
- 4. Welltower Inc0.88%$2.51M
- 5. Citigroup Inc2.69%$7.65M
- 6. JPMorgan Chase & Co2.27%$6.47M
- 7. Wells Fargo & Co1.18%$3.37M
- 8. Colgate-Palmolive Co1.14%$3.25M
- 9. The Goldman Sachs Group Inc2.27%$6.46M
- 10. The Hartford Insurance Group Inc0.63%$1.79M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp Class A1.31%$3.73M
- 2. Steel Dynamics Inc0.77%$2.19M
- 3. Berkshire Hathaway Inc Class B1.89%$5.37M
- 4. Monster Beverage Corp1.48%$4.2M
- 5. 3M Co1.49%$4.25M
- 6. CSX Corp1.07%$3.05M
- 7. Pan American Silver Corp1.3%$3.71M
- 8. Western Digital Corp0.33%$945,953
- 9. Cheniere Energy Inc1.12%$3.19M
- 10. Micron Technology Inc1.39%$3.94M
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 Knights of Columbus Large Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
7
$23.94M
8.42%
Prisons high risk
1
$2.17M
0.76%
Private prisons
0
$0
0%
Borders
5
$18.52M
6.51%
Borders high risk
1
$2.17M
0.76%
Total
8
$31.27M
11%
Holdings — 8 flagged holdings
1.
AT&T Inc
:$7.33M
2.58%
2.
Berkshire Hathaway Inc Class B
$5.37M
1.89%
3.
General Motors Co
:$5.08M
1.79%
4.
3M Co
$4.25M
1.49%
5.
Walmart Inc
$3.14M
1.1%
6.
Motorola Solutions Inc
:$2.17M
0.76%
7.
Microsoft Corp
:$1.98M
0.7%
8.
First Horizon Corp
:$1.95M
0.68%
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.
Knights of Columbus Large Cap Value Fund KCVSX
Environment
Social
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