Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Muhlenkamp Fund
FUND COVERAGE
# of holdings20
% of assets77%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Dow Inc1.59%$3.86M
- 2. Microsoft Corp4.1%$10M
- 3. SLB2.81%$6.85M
- 4. Newmont Corp4.83%$11.76M
- 5. Agnico Eagle Mines Ltd4.47%$10.88M
- 6. EQT Corp6.9%$16.79M
- 7. Apple Inc3.01%$7.32M
- 8. Taylor Morrison Home Corp2.28%$5.54M
- 9. McKesson Corp4.92%$11.99M
- 10. Royal Gold Inc4.5%$10.96M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rush Enterprises Inc Class A5.93%$14.45M
- 2. BGC Group Inc Ordinary Shares Class A4.57%$11.13M
- 3. Berkshire Hathaway Inc Class B5.03%$12.24M
- 4. MasTec Inc4.54%$11.05M
- 5. Transocean Ltd0.7%$1.71M
- 6. NMI Holdings Inc5.23%$12.73M
- 7. Microchip Technology Inc3.44%$8.38M
- 8. Celanese Corp Class A2.03%$4.93M
- 9. Westinghouse Air Brake Technologies Corp3.22%$7.84M
- 10. United Rentals Inc2.94%$7.16M
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 Muhlenkamp Fund
Totals
Holdings
Assets
Weight
Prisons
2
$22.24M
9.13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$10M
4.1%
Borders high risk
0
$0
0%
Total
2
$22.24M
9.13%
Holdings — 2 flagged holdings
1.
Berkshire Hathaway Inc Class B
$12.24M
5.03%
2.
Microsoft Corp
:$10M
4.1%
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.
Muhlenkamp Fund MUHLX
Environment
Social
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