Multi-Manager Growth Strategies Fund
Shareclass
Multi-Manager Growth Strategies Inst (CZMGX)
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 Multi-Manager Growth Strategies Fund
FUND COVERAGE
# of holdings125
% of assets98%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novartis AG ADR0.36%$372,152
- 2. Novo Nordisk AS ADR0.46%$470,333
- 3. Mastercard Inc Class A1.86%$1.92M
- 4. Philip Morris International Inc0.77%$792,834
- 5. Expedia Group Inc0.53%$542,070
- 6. Uber Technologies Inc0.98%$1M
- 7. Autodesk Inc0.9%$929,820
- 8. Johnson & Johnson0.09%$87,889
- 9. The Goldman Sachs Group Inc0.38%$385,433
- 10. Vertex Pharmaceuticals Inc1.26%$1.3M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg1.39%$1.43M
- 2. Carvana Co Class A0.23%$236,152
- 3. Roblox Corp Ordinary Shares - Class A0.29%$295,463
- 4. Palantir Technologies Inc Ordinary Shares - Class A0.79%$807,573
- 5. Rollins Inc0.61%$623,466
- 6. Blackstone Inc0.11%$116,007
- 7. AppLovin Corp Ordinary Shares - Class A0.28%$288,853
- 8. Berkshire Hathaway Inc Class B0.1%$105,575
- 9. Cincinnati Financial Corp0.33%$334,223
- 10. Cintas Corp0.23%$231,328
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 Multi-Manager Growth Strategies Fund
Totals
Holdings
Assets
Weight
Prisons
12
$21.16M
21%
Prisons high risk
1
$354,400
0.34%
Private prisons
0
$0
0%
Borders
9
$21.58M
21%
Borders high risk
3
$1.28M
1.25%
Total
16
$23.43M
23%
Holdings — 16 flagged holdings
1.
Microsoft Corp
:$8.19M
7.97%
2.
Amazon.com Inc
:$4.94M
4.81%
3.
Alphabet Inc Class A
:$3.29M
3.2%
4.
Alphabet Inc Class C
:$2.53M
2.46%
5.
Salesforce Inc
:$974,070
0.95%
6.
Palantir Technologies Inc Ordinary Shares - Class A
:$807,573
0.79%
7.
Walmart Inc
$516,434
0.5%
8.
3M Co
$375,691
0.37%
9.
Thermo Fisher Scientific Inc
:$370,555
0.36%
10.
Motorola Solutions Inc
:$354,400
0.34%
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.
Multi-Manager Growth Strategies Fund CZMGX
Environment
Social
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