Needham Growth Fund
Shareclass
Needham Growth Institutional (NEEIX)
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 Needham Growth Fund
FUND COVERAGE
# of holdings49
% of assets81%
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
19 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Chevron Corp0.43%$659,982
- 2. Hewlett Packard Enterprise Co1.19%$1.82M
- 3. Jacobs Solutions Inc0.54%$824,230
- 4. nVent Electric PLC3.04%$4.64M
- 5. DuPont de Nemours Inc1.79%$2.73M
- 6. Gilead Sciences Inc0.36%$555,000
- 7. Thermo Fisher Scientific Inc4.22%$6.43M
- 8. Honeywell International Inc0.35%$526,250
- 9. Comcast Corp Class A0.65%$989,730
- 10. Parsons Corp4.36%$6.63M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc1.91%$2.91M
- 2. Vertiv Holdings Co Class A2.33%$3.55M
- 3. Vishay Intertechnology Inc1.51%$2.3M
- 4. Super Micro Computer Inc8.89%$13.54M
- 5. FormFactor Inc2.63%$4.01M
- 6. Klaviyo Inc Class A common stock0.82%$1.25M
- 7. Huntington Ingalls Industries Inc1.89%$2.88M
- 8. TTM Technologies Inc1.23%$1.87M
- 9. CrowdStrike Holdings Inc Class A0.48%$735,570
- 10. The Trade Desk Inc Class A1.09%$1.67M
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 Needham Growth Fund
Totals
Holdings
Assets
Weight
Prisons
1
$972,400
0.64%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$8.33M
5.47%
Borders high risk
2
$934,268
0.61%
Total
4
$8.33M
5.47%
Holdings — 4 flagged holdings
1.
Thermo Fisher Scientific Inc
:$6.43M
4.22%
2.
Alphabet Inc Class A
:$972,400
0.64%
3.
Lockheed Martin Corp
:$499,210
0.33%
4.
RTX Corp
:$435,058
0.29%
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.
Needham Growth Fund NEEIX
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