MEEHAN FOCUS FUND - Ultimus Managers Trust
Shareclass
MEEHAN FOCUS FUND (MEFOX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund MEEHAN FOCUS FUND - Ultimus Managers Trust
FUND COVERAGE
# of holdings24
% 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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG1.39%$2.66M
- 2. Shell PLC2.04%$3.9M
- 3. Vertex Pharmaceuticals Inc3.35%$6.42M
- 4. Microsoft Corp7.73%$14.79M
- 5. Blackrock Inc1.6%$3.06M
- 6. Visa Inc1.92%$3.68M
- 7. Thermo Fisher Scientific Inc1.54%$2.95M
- 8. Alphabet Inc5.83%$11.15M
- 9. Alphabet Inc4.29%$8.21M
- 10. Deere & Co1.89%$3.62M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp1.1%$2.1M
- 2. Blackstone Inc0.93%$1.79M
- 3. Berkshire Hathaway Inc6.67%$12.77M
- 4. Broadcom Inc12%$23.67M
- 5. Simon Property Group Inc1.61%$3.07M
- 6. Charles Schwab Corp/The3.15%$6.03M
- 7. Applied Materials Inc4.66%$8.92M
- 8. United Rentals Inc6.71%$12.84M
- 9. Apple Inc8.11%$15.52M
- 10. Amazon.com Inc5.05%$9.66M
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 MEEHAN FOCUS FUND - Ultimus Managers Trust
Totals
Holdings
Assets
Weight
Prisons
6.0
$59.53M
31%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$46.77M
24%
Borders high risk
0.0
$0
0%
Total
6.0
$59.53M
31%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$14.79M
7.73%
2.
Berkshire Hathaway Inc
$12.77M
6.67%
3.
Alphabet Inc
:$11.15M
5.83%
4.
Amazon.com Inc
:$9.66M
5.05%
5.
Alphabet Inc
:$8.21M
4.29%
6.
Thermo Fisher Scientific Inc
:$2.95M
1.54%
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.
MEEHAN FOCUS FUND - Ultimus Managers Trust MEFOX
Environment
Social
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