NIA IMPACT SOLUTIONS FUND - NIA Impact Funds

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NIA IMPACT SOLUTIONS FUND (NIAGX)
Type
Open-end mutual fund
Sustainability mandate
Member of US-SIF

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund NIA IMPACT SOLUTIONS FUND - NIA Impact Funds

FUND COVERAGE
# of holdings44
% of assets77%
Score
53 / 100
Rank

30.6 percentile

Group: International Equity

Rank: #721 out of 1,038

Grade
Known Sustainability Engager
Engagement grade

Engagement Grade: Gender Equality

This fund earns an engagement grade for gender equality. This means the fund is recognized as a leader in advancing equity and justice through active shareholder engagement, community and stakeholder engagement, and fostering impact. The fund’s managers use their influence as investors to press portfolio companies to strengthen workplace equity, disclose meaningful diversity data, and adopt policies that promote inclusion. In addition to direct dialogue and proxy voting, the fund integrates these social justice considerations into its investment process — avoiding or divesting from companies that consistently lag on DEI performance or fail to respond to investor concerns.

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GSK PLC
         % of fund invested: 2.99%
         $USD invested: $2.82M
  • 2. City Developments Ltd.
         % of fund invested: 1.65%
         $USD invested: $1.55M
  • 3. Schneider Electric SE
         % of fund invested: 3.08%
         $USD invested: $2.9M
  • 4. Hologic Inc
         % of fund invested: 1.63%
         $USD invested: $1.54M
  • 5. Telefonica SA
         % of fund invested: 1.64%
         $USD invested: $1.55M
  • 6. Autodesk Inc
         % of fund invested: 1.09%
         $USD invested: $1.03M
  • 7. Xylem Inc/NY
         % of fund invested: 1.67%
         $USD invested: $1.57M
  • 8. Zillow Group Inc
         % of fund invested: 0.54%
         $USD invested: $508,524
  • 9. Vertex Pharmaceuticals Inc
         % of fund invested: 3.06%
         $USD invested: $2.89M
  • 10. SAP SE
         % of fund invested: 1.88%
         $USD invested: $1.77M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc
         % of fund invested: 1.17%
         $USD invested: $1.11M
  • 2. Vertiv Holdings Co
         % of fund invested: 2.84%
         $USD invested: $2.68M
  • 3. Lemonade Inc
         % of fund invested: 1.31%
         $USD invested: $1.24M
  • 4. Crane NXT Co
         % of fund invested: 0.75%
         $USD invested: $711,311
  • 5. Stride Inc
         % of fund invested: 1.54%
         $USD invested: $1.45M
  • 6. Core & Main Inc
         % of fund invested: 1.43%
         $USD invested: $1.35M
  • 7. NEXTracker Inc
         % of fund invested: 2.35%
         $USD invested: $2.21M
  • 8. Broadcom Inc
         % of fund invested: 2.23%
         $USD invested: $2.11M
  • 9. Brookfield Renewable Corp
         % of fund invested: 1.83%
         $USD invested: $1.73M
  • 10. Mueller Water Products Inc
         % of fund invested: 1.48%
         $USD invested: $1.39M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund NIA IMPACT SOLUTIONS FUND - NIA Impact Funds

Totals

Holdings
Assets
Weight
Prisons
1.0
$871,883
0.92%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
1.0
$871,883
0.92%
     Borders high risk
0.0
$0
0%
Total
1.0
$871,883
0.92%
Full fund results

Holdings — 1 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$871,882
0.92%
Prisons
Borders :
$871,882
0.92%
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