NAA Large Core Fund
Shareclass
NAA Large Core Instl (GILIX)
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 NAA Large Core Fund
FUND COVERAGE
# of holdings101
% of assets97%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.13%$2.79M
- 2. Marriott International Inc Class A0.56%$1.37M
- 3. Bank of America Corp1.18%$2.91M
- 4. Mastercard Inc Class A1.17%$2.9M
- 5. Citigroup Inc1.2%$2.97M
- 6. Hilton Worldwide Holdings Inc0.56%$1.38M
- 7. JPMorgan Chase & Co1.5%$3.7M
- 8. Uber Technologies Inc1.24%$3.07M
- 9. PepsiCo Inc1.14%$2.81M
- 10. Exelon Corp0.38%$942,865
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp Class A0.24%$598,621
- 2. Berkshire Hathaway Inc Class B1.63%$4.03M
- 3. Huntington Ingalls Industries Inc0.08%$191,478
- 4. Cintas Corp0.66%$1.64M
- 5. CrowdStrike Holdings Inc Class A1%$2.48M
- 6. O'Reilly Automotive Inc0.69%$1.7M
- 7. Fair Isaac Corp0.39%$954,195
- 8. Fastenal Co0.43%$1.05M
- 9. Broadcom Inc2.28%$5.63M
- 10. Vulcan Materials Co0.3%$751,422
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 NAA Large Core Fund
Totals
Holdings
Assets
Weight
Prisons
8
$44.14M
18%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$39.36M
16%
Borders high risk
0
$0
0%
Total
9
$47.03M
19%
Holdings — 9 flagged holdings
1.
Microsoft Corp
:$17.04M
6.89%
2.
Amazon.com Inc
:$9.6M
3.89%
3.
Alphabet Inc Class A
:$7.05M
2.85%
4.
Berkshire Hathaway Inc Class B
$4.03M
1.63%
5.
Salesforce Inc
:$2.89M
1.17%
6.
Walmart Inc
$2.85M
1.15%
7.
Alphabet Inc Class C
:$1.76M
0.71%
8.
General Motors Co
:$1.02M
0.41%
9.
Cardinal Health Inc
$787,920
0.32%
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.
NAA Large Core Fund GILIX
Environment
Social
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