Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund LKCM Equity Fund
FUND COVERAGE
# of holdings46
% of assets94%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 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 Co0.86%$4.61M
- 2. Bank of America Corp1.74%$9.29M
- 3. Mastercard Inc Class A1.6%$8.53M
- 4. JPMorgan Chase & Co2.95%$15.77M
- 5. Johnson & Johnson1.04%$5.56M
- 6. Xylem Inc1.66%$8.85M
- 7. Microsoft Corp7.75%$41.44M
- 8. S&P Global Inc0.91%$4.87M
- 9. Kimberly-Clark Corp1.16%$6.22M
- 10. Amgen Inc1.48%$7.9M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. FTAI Aviation Ltd2.18%$11.68M
- 2. Cintas Corp2.46%$13.14M
- 3. O'Reilly Automotive Inc2.42%$12.94M
- 4. Fluor Corp0.98%$5.26M
- 5. Newell Brands Inc0.49%$2.62M
- 6. Teledyne Technologies Inc2.74%$14.65M
- 7. Franklin Electric Co Inc1.51%$8.09M
- 8. BWX Technologies Inc1.45%$7.74M
- 9. Martin Marietta Materials Inc2.12%$11.35M
- 10. Waste Connections Inc2.96%$15.82M
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 LKCM Equity Fund
Totals
Holdings
Assets
Weight
Prisons
3
$76.52M
14%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$91.17M
17%
Borders high risk
1
$14.65M
2.74%
Total
4
$91.17M
17%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$41.44M
7.75%
2.
Alphabet Inc Class A
:$26.74M
5%
3.
Teledyne Technologies Inc
:$14.65M
2.74%
4.
Amazon.com Inc
:$8.34M
1.56%
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.
LKCM Equity Fund LKEQX
Environment
Social
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