Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Mundoval Fund
FUND COVERAGE
# of holdings40
% of assets85%
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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 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. AstraZeneca PLC ADR0.61%$153,736
- 2. Novo Nordisk AS ADR4.12%$1.04M
- 3. Haleon PLC ADR0.7%$176,290
- 4. Bank of America Corp4.7%$1.18M
- 5. Unilever PLC ADR1.46%$367,020
- 6. Mondelez International Inc Class A0.54%$134,880
- 7. Mastercard Inc Class A11%$2.81M
- 8. Northrop Grumman Corp1.59%$399,984
- 9. The Hershey Co2.97%$746,775
- 10. Nestle SA ADR1.38%$347,620
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B3.09%$777,232
- 2. Charles Schwab Corp0.91%$228,100
- 3. Cheniere Energy Inc0.87%$219,168
- 4. Costco Wholesale Corp0.39%$98,994
- 5. Paycom Software Inc0.55%$138,840
- 6. IQVIA Holdings Inc0.63%$157,590
- 7. Arthur J. Gallagher & Co1.02%$256,096
- 8. Linde PLC0.75%$187,672
- 9. The Walt Disney Co1.02%$255,957
- 10. Capital One Financial Corp0.42%$106,380
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 Mundoval Fund
Totals
Holdings
Assets
Weight
Prisons
7
$5.33M
21%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
8
$5.56M
22%
Borders high risk
4
$1.49M
5.93%
Total
11
$6.82M
27%
Holdings — 11 flagged holdings
1.
Alphabet Inc Class C
:$1.77M
7.05%
2.
Alphabet Inc Class A
:$1.76M
7.01%
3.
Berkshire Hathaway Inc Class B
$777,232
3.09%
4.
RTX Corp
:$584,080
2.32%
5.
Northrop Grumman Corp
:$399,984
1.59%
6.
Microsoft Corp
:$397,928
1.58%
7.
Elevance Health Inc
$388,960
1.55%
8.
Lockheed Martin Corp
:$324,198
1.29%
9.
Airbus SE ADR
:$183,260
0.73%
10.
Amazon.com Inc
:$131,634
0.52%
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.
Mundoval Fund MUNDX
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