Matrix Advisors Dividend Fund
Shareclass
Matrix Advisors Dividend (MADFX)
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 Matrix Advisors Dividend Fund
FUND COVERAGE
# of holdings25
% of assets100%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. JPMorgan Chase & Co5.23%$2.9M
- 2. Accenture PLC Class A0.58%$320,580
- 3. PepsiCo Inc4.33%$2.4M
- 4. Nestle SA ADR2.65%$1.47M
- 5. Microsoft Corp8.07%$4.48M
- 6. American Electric Power Co Inc4.98%$2.76M
- 7. Amgen Inc4.73%$2.62M
- 8. Starbucks Corp4.57%$2.54M
- 9. Target Corp4.12%$2.29M
- 10. Bank of New York Mellon Corp3.83%$2.12M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Tyson Foods Inc Class A2.04%$1.13M
- 2. NextEra Energy Inc4.8%$2.66M
- 3. Qualcomm Inc5.1%$2.83M
- 4. The Home Depot Inc4.82%$2.67M
- 5. Medtronic PLC4.63%$2.57M
- 6. General Dynamics Corp3.07%$1.71M
- 7. U.S. Bancorp4.68%$2.6M
- 8. Constellation Brands Inc Class A1.6%$888,822
- 9. Morgan Stanley4.75%$2.64M
- 10. Texas Instruments Inc4.8%$2.66M
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 Matrix Advisors Dividend Fund
Totals
Holdings
Assets
Weight
Prisons
3
$7.9M
14%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$8.25M
15%
Borders high risk
2
$3.45M
6.22%
Total
6
$11.67M
21%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$4.48M
8.07%
2.
Target Corp
$2.29M
4.12%
3.
Lockheed Martin Corp
:$1.75M
3.15%
4.
General Dynamics Corp
:$1.71M
3.07%
5.
Tyson Foods Inc Class A
$1.13M
2.04%
6.
Accenture PLC Class A
:$320,580
0.58%
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.
Matrix Advisors Dividend Fund MADFX
Environment
Social
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