LSV Global Value Fund
Shareclass
LSV Global Value Institutional (LSVGX)
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 LSV Global Value Fund
FUND COVERAGE
# of holdings195
% of assets86%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 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. GSK PLC1.01%$908,264
- 2. Swedbank AB Class A0.49%$434,674
- 3. Sanofi SA0.19%$170,450
- 4. Novartis AG Registered Shares1.32%$1.18M
- 5. BNP Paribas Act. Cat.A1.06%$951,216
- 6. Sainsbury (J) PLC0.43%$381,729
- 7. Lloyds Banking Group PLC0.77%$690,493
- 8. Orange SA0.45%$405,526
- 9. Rio Tinto Ltd0.78%$701,768
- 10. AXA SA0.47%$422,005
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.37%$332,588
- 2. NCR Atleos Corp0.25%$227,998
- 3. Sankyo Co Ltd0.36%$321,414
- 4. AutoNation Inc0.54%$481,294
- 5. Playtika Holding Corp Ordinary Shares0.09%$76,633
- 6. Allison Transmission Holdings Inc0.62%$551,720
- 7. Match Group Inc Ordinary Shares - New0.33%$296,688
- 8. ARC Resources Ltd0.34%$302,729
- 9. Amkor Technology Inc0.42%$374,880
- 10. Apple Hospitality REIT Inc0.14%$129,708
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 LSV Global Value Fund
Totals
Holdings
Assets
Weight
Prisons
9
$4.51M
5.03%
Prisons high risk
2
$832,386
0.93%
Private prisons
0
$0
0%
Borders
10
$5.48M
6.12%
Borders high risk
4
$1.58M
1.76%
Total
13
$6.48M
7.24%
Holdings — 13 flagged holdings
1.
Alphabet Inc Class A
:$1.14M
1.28%
2.
AT&T Inc
:$1.11M
1.24%
3.
General Motors Co
:$743,834
0.83%
4.
Citizens Financial Group Inc
:$552,864
0.62%
5.
The Kroger Co
$492,093
0.55%
6.
Textron Inc
:$456,246
0.51%
7.
First Horizon Corp
:$416,024
0.46%
8.
Ford Motor Co
:$368,368
0.41%
9.
Science Applications International Corp
:$288,173
0.32%
10.
Regions Financial Corp
:$279,522
0.31%
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.
LSV Global Value Fund LSVGX
Environment
Social
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