Multi-Manager Value Strategies Fund
Shareclass
Multi-Manager Value Strategies Inst (CZMVX)
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 Value Strategies Fund
FUND COVERAGE
# of holdings353
% 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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 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 Co0.59%$33.47M
- 2. Biogen Inc0.02%$887,267
- 3. Bank of America Corp1.4%$78.84M
- 4. Welltower Inc0.1%$5.55M
- 5. Mondelez International Inc Class A0.31%$17.44M
- 6. Hologic Inc<0.01%$278,464
- 7. General Mills Inc0.76%$42.58M
- 8. VF Corp<0.01%$105,757
- 9. JPMorgan Chase & Co2.48%$139.9M
- 10. Wells Fargo & Co0.5%$28.39M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. FTAI Aviation Ltd0.01%$786,411
- 2. U-Haul Holding Co Ordinary Shares - Series N0.04%$2.07M
- 3. Dillard's Inc Class A0.02%$924,792
- 4. U-Haul Holding Co<0.01%$137,995
- 5. Talen Energy Corp Ordinary Shares New0.2%$11M
- 6. Mueller Industries Inc0.07%$4.08M
- 7. Hess Midstream LP Class A0.04%$2.06M
- 8. Lennar Corp Class A0.17%$9.59M
- 9. Lennar Corp Class B0.01%$735,659
- 10. Matador Resources Co0.04%$2.29M
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 Value Strategies Fund
Totals
Holdings
Assets
Weight
Prisons
13
$553.29M
9.82%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
16
$581.93M
10%
Borders high risk
5
$85.43M
1.52%
Total
22
$810.69M
14%
Holdings — 22 flagged holdings
1.
Berkshire Hathaway Inc Class B
$93.46M
1.66%
2.
Amazon.com Inc
:$89.12M
1.58%
3.
Alphabet Inc Class A
:$69.17M
1.23%
4.
AT&T Inc
:$64.23M
1.14%
5.
General Motors Co
:$59.59M
1.06%
6.
Microsoft Corp
:$55.57M
0.99%
7.
Costco Wholesale Corp
$44.19M
0.78%
8.
Accenture PLC Class A
:$43.17M
0.77%
9.
Walmart Inc
$39.7M
0.7%
10.
Salesforce Inc
:$36.74M
0.65%
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 Value Strategies Fund CZMVX
Environment
Social
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