Monongahela All Cap Value Fund
Shareclass
Monongahela All Cap Value (MCMVX)
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 Monongahela All Cap Value Fund
FUND COVERAGE
# of holdings38
% of assets80%
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
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. Procter & Gamble Co1.13%$413,793
- 2. Hologic Inc2.28%$835,250
- 3. General Mills Inc1.67%$612,250
- 4. Bristol-Myers Squibb Co1.18%$433,100
- 5. Merck & Co Inc2.56%$937,440
- 6. Kimberly-Clark Corp1.53%$560,790
- 7. eBay Inc1.88%$688,125
- 8. Target Corp1.92%$703,500
- 9. MetLife Inc3.01%$1.1M
- 10. Kenvue Inc1.03%$375,200
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. CNA Financial Corp0.61%$221,650
- 2. Curtiss-Wright Corp4.69%$1.72M
- 3. Mohawk Industries Inc1.88%$687,060
- 4. Kulicke & Soffa Industries Inc1.79%$655,200
- 5. Old Republic International Corp1.48%$542,550
- 6. Hubbell Inc2.99%$1.09M
- 7. Westinghouse Air Brake Technologies Corp3.41%$1.25M
- 8. Coherent Corp4.41%$1.61M
- 9. Cognizant Technology Solutions Corp Class A1.96%$717,600
- 10. Revvity Inc2.64%$966,900
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 Monongahela All Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
1
$703,500
1.92%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
1
$703,500
1.92%
Holdings — 1 flagged holdings
1.
Target Corp
$703,500
1.92%
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.
Monongahela All Cap Value Fund MCMVX
Environment
Social
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