Miller Income Fund
Shareclass
Miller Income A (LMCJX)
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 Miller Income Fund
FUND COVERAGE
# of holdings22
% of assets67%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 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. Bristol-Myers Squibb Co2.8%$4.87M
- 2. Verizon Communications Inc5.01%$8.7M
- 3. British American Tobacco PLC2.37%$4.12M
- 4. TotalEnergies SE ADR0.26%$456,628
- 5. Stellantis NV2.1%$3.64M
- 6. Bread Financial Holdings Inc5.21%$9.06M
- 7. LyondellBasell Industries NV Class A1.07%$1.86M
- 8. Hoegh Autoliners ASA3.49%$6.06M
- 9. Western Alliance Bancorp2.98%$5.18M
- 10. Viatris Inc3.53%$6.13M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Strategy Class A2.83%$4.91M
- 2. Strategy Inc VR PRF PERPETUAL USD 100 - Ser A2.79%$4.85M
- 3. Strategy Inc 10% PRF PERPETUAL USD 100 - Ser A (594972861)1.29%$2.24M
- 4. Boise Cascade Co1.65%$2.86M
- 5. Cal-Maine Foods Inc3.36%$5.83M
- 6. The Carlyle Group Inc1.44%$2.51M
- 7. Jackson Financial Inc4.01%$6.96M
- 8. UGI Corp5.02%$8.71M
- 9. Lincoln National Corp5.37%$9.34M
- 10. United Parcel Service Inc Class B4.16%$7.23M
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 Miller Income Fund
Totals
Holdings
Assets
Weight
Prisons
1
$5.83M
3.36%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$2.51M
1.44%
Borders high risk
1
$2.51M
1.44%
Total
2
$8.34M
4.8%
Holdings — 2 flagged holdings
1.
Cal-Maine Foods Inc
$5.83M
3.36%
2.
The Carlyle Group Inc
:$2.51M
1.44%
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.
Miller Income Fund LMCJX
Environment
Social
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