NAA Mid Growth Fund
Shareclass
NAA Mid Growth A (SECUX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund NAA Mid Growth Fund
FUND COVERAGE
# of holdings124
% 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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 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. New York Times Co Class A0.45%$330,562
- 2. Expedia Group Inc1.02%$754,337
- 3. Ralph Lauren Corp Class A0.51%$376,038
- 4. Colgate-Palmolive Co1.47%$1.08M
- 5. WEX Inc0.32%$236,640
- 6. Neurocrine Biosciences Inc1.09%$802,279
- 7. Novanta Inc0.27%$196,876
- 8. Owens-Corning Inc1.12%$823,882
- 9. Ecolab Inc1.47%$1.09M
- 10. Paychex Inc1.06%$777,193
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.53%$391,374
- 2. RBC Bearings Inc1.09%$803,462
- 3. Chewy Inc0.76%$557,725
- 4. Matador Resources Co0.3%$219,607
- 5. Houlihan Lokey Inc Class A0.87%$640,262
- 6. Gentex Corp0.19%$138,911
- 7. Super Micro Computer Inc1.13%$833,268
- 8. Weatherford International PLC Ordinary Shares - New0.16%$116,770
- 9. Brown & Brown Inc1.2%$881,860
- 10. Wingstop Inc0.91%$673,143
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 Mid Growth Fund
Totals
Holdings
Assets
Weight
Prisons
1
$374,179
0.51%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$374,179
0.51%
Borders high risk
0
$0
0%
Total
1
$374,179
0.51%
Holdings — 1 flagged holdings
1.
Pinnacle Financial Partners Inc
:$374,179
0.51%
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 Mid Growth Fund SECUX
Environment
Social
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