LSV Value Equity Fund
Shareclass
LSV Value Equity Investor (LVAEX)
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 Value Equity Fund
FUND COVERAGE
# of holdings142
% of assets97%
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. Bank of America Corp0.88%$10.93M
- 2. Citigroup Inc2.06%$25.62M
- 3. General Mills Inc0.55%$6.81M
- 4. Wells Fargo & Co1.69%$21.03M
- 5. Expedia Group Inc0.47%$5.89M
- 6. Science Applications International Corp0.31%$3.82M
- 7. Ford Motor Co0.46%$5.7M
- 8. Johnson & Johnson1.68%$20.86M
- 9. Bristol-Myers Squibb Co1.17%$14.59M
- 10. The Hartford Insurance Group Inc1.15%$14.35M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Mueller Industries Inc0.65%$8.03M
- 2. Steel Dynamics Inc0.91%$11.28M
- 3. Universal Health Services Inc Class B0.48%$6.01M
- 4. Federated Hermes Inc Class B0.33%$4.09M
- 5. NewMarket Corp0.35%$4.31M
- 6. Corebridge Financial Inc0.64%$7.99M
- 7. Huntington Ingalls Industries Inc0.26%$3.2M
- 8. Allison Transmission Holdings Inc0.83%$10.33M
- 9. Amkor Technology Inc0.32%$3.96M
- 10. HF Sinclair Corp0.47%$5.91M
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 Value Equity Fund
Totals
Holdings
Assets
Weight
Prisons
8
$89.72M
7.21%
Prisons high risk
2
$20.74M
1.67%
Private prisons
0
$0
0%
Borders
11
$119.43M
9.6%
Borders high risk
6
$50.58M
4.07%
Total
13
$139.26M
11%
Holdings — 13 flagged holdings
1.
Alphabet Inc Class A
:$21.42M
1.72%
2.
AT&T Inc
:$19.7M
1.58%
3.
The Kroger Co
$15.21M
1.22%
4.
Textron Inc
:$14.61M
1.17%
5.
General Motors Co
:$12.91M
1.04%
6.
Citizens Financial Group Inc
:$11.86M
0.95%
7.
Lockheed Martin Corp
:$9.89M
0.8%
8.
First Horizon Corp
:$9.13M
0.73%
9.
Regions Financial Corp
:$8.88M
0.71%
10.
Ford Motor Co
:$5.7M
0.46%
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 Value Equity Fund LVAEX
Environment
Social
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