Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Nicholas II Fund
FUND COVERAGE
# of holdings67
% of assets96%
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
24 / 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. Hologic Inc0.92%$9.79M
- 2. Hilton Worldwide Holdings Inc0.69%$7.32M
- 3. IDEX Corp1.42%$15.05M
- 4. Service Corp International1.68%$17.82M
- 5. Raymond James Financial Inc1.6%$16.96M
- 6. Republic Services Inc1.28%$13.64M
- 7. AptarGroup Inc1.16%$12.29M
- 8. Northern Trust Corp1.27%$13.46M
- 9. Dynatrace Inc Ordinary Shares2.28%$24.2M
- 10. Palo Alto Networks Inc0.83%$8.78M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Old Dominion Freight Line Inc Ordinary Shares1.44%$15.32M
- 2. Wingstop Inc1.5%$15.98M
- 3. Globus Medical Inc Class A1.26%$13.41M
- 4. Shift4 Payments Inc Class A0.79%$8.43M
- 5. A.O. Smith Corp1.19%$12.66M
- 6. CrowdStrike Holdings Inc Class A0.93%$9.86M
- 7. O'Reilly Automotive Inc2.19%$23.28M
- 8. Corpay Inc2.19%$23.26M
- 9. The Trade Desk Inc Class A1.19%$12.66M
- 10. Zscaler Inc2.27%$24.09M
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 Nicholas II Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$58.67M
5.52%
Borders high risk
2
$36.49M
3.43%
Total
3
$58.67M
5.52%
Holdings — 3 flagged holdings
1.
Teledyne Technologies Inc
:$22.49M
2.12%
2.
TransUnion
:$22.18M
2.09%
3.
L3Harris Technologies Inc
:$13.99M
1.32%
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.
Nicholas II Fund NCTWX
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