NAA Risk Managed Real Estate Fund
Shareclass
NAA Risk Managed Real Estate C (GURCX)
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 Risk Managed Real Estate Fund
FUND COVERAGE
# of holdings50
% of assets67%
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
6 / 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. Welltower Inc5.47%$15.32M
- 2. VICI Properties Inc Ordinary Shares2.58%$7.23M
- 3. NNN REIT Inc0.62%$1.73M
- 4. Ventas Inc2.15%$6.04M
- 5. AvalonBay Communities Inc2.2%$6.16M
- 6. Equinix Inc4.93%$13.81M
- 7. Essential Properties Realty Trust Inc0.5%$1.39M
- 8. EPR Properties0.34%$941,482
- 9. W.P. Carey Inc1.03%$2.88M
- 10. Essex Property Trust Inc1.4%$3.92M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lamar Advertising Co Class A0.83%$2.32M
- 2. Stag Industrial Inc0.53%$1.49M
- 3. COPT Defense Properties0.25%$692,561
- 4. Apple Hospitality REIT Inc0.21%$589,207
- 5. Highwoods Properties Inc0.27%$756,389
- 6. CubeSmart0.76%$2.12M
- 7. UDR Inc0.95%$2.68M
- 8. SL Green Realty Corp0.36%$1.01M
- 9. Tanger Inc0.28%$782,756
- 10. Simon Property Group Inc3.32%$9.31M
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 Risk Managed Real Estate Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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 Risk Managed Real Estate Fund GURCX
Environment
Social
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