LSV U.S. Managed Volatility Fund
Shareclass
LSV US Managed Volatility Investor (LVAMX)
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 U.S. Managed Volatility Fund
FUND COVERAGE
# of holdings100
% of assets95%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. GSK PLC ADR1.03%$250,328
- 2. Canadian Imperial Bank of Commerce0.66%$159,819
- 3. HSBC Holdings PLC ADR1.4%$340,704
- 4. Citigroup Inc1.17%$284,200
- 5. General Mills Inc0.56%$136,134
- 6. JM Smucker Co0.49%$119,460
- 7. Science Applications International Corp0.65%$158,992
- 8. Johnson & Johnson1.22%$296,672
- 9. Exelon Corp0.74%$180,040
- 10. Bristol-Myers Squibb Co0.94%$230,010
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Alarm.com Holdings Inc0.46%$111,468
- 2. Federated Hermes Inc Class B0.92%$223,299
- 3. NewMarket Corp1.7%$414,105
- 4. Allison Transmission Holdings Inc0.84%$203,712
- 5. ADT Inc0.57%$139,360
- 6. CF Industries Holdings Inc0.55%$134,550
- 7. Autoliv Inc0.63%$154,375
- 8. Canon Inc ADR1.08%$262,440
- 9. La-Z-Boy Inc0.35%$85,800
- 10. UGI Corp0.53%$129,714
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 U.S. Managed Volatility Fund
Totals
Holdings
Assets
Weight
Prisons
6
$1.38M
5.66%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$1.86M
7.63%
Borders high risk
2
$378,666
1.55%
Total
10
$2.66M
11%
Holdings — 10 flagged holdings
1.
AT&T Inc
:$629,752
2.58%
2.
The Kroger Co
$343,791
1.41%
3.
HSBC Holdings PLC ADR
:$340,704
1.4%
4.
Honda Motor Co Ltd ADR
:$267,960
1.1%
5.
Alphabet Inc Class A
:$243,100
1%
6.
Textron Inc
:$219,674
0.9%
7.
Archer-Daniels-Midland Co
$209,090
0.86%
8.
Science Applications International Corp
:$158,992
0.65%
9.
The Western Union Co
$134,232
0.55%
10.
Cardinal Health Inc
$109,872
0.45%
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 U.S. Managed Volatility Fund LVAMX
Environment
Social
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