North Country Large Cap Equity Fund - North Country Funds
Shareclass
North Country Large Cap Equity Fund The North Country Large Cap Equity Fund (NCEGX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund North Country Large Cap Equity Fund - North Country Funds
FUND COVERAGE
# of holdings43
% of assets100%
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
28 / 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
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co/The1.68%$2.03M
- 2. Bank of America Corp2.29%$2.77M
- 3. JPMorgan Chase & Co3.11%$3.75M
- 4. PepsiCo Inc0.98%$1.19M
- 5. Johnson & Johnson1.95%$2.36M
- 6. Goldman Sachs Group Inc/The1.85%$2.23M
- 7. Microsoft Corp6.61%$7.99M
- 8. Blackrock Inc1.94%$2.34M
- 9. Amgen Inc1.51%$1.82M
- 10. Chevron Corp1.02%$1.23M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Strategy Inc0.16%$194,250
- 2. Berkshire Hathaway Inc2.13%$2.58M
- 3. Jefferies Financial Group Inc0.04%$44,400
- 4. KKR & Co Inc1.81%$2.19M
- 5. Masco Corp1.63%$1.97M
- 6. Costco Wholesale Corp1.17%$1.42M
- 7. Amphenol Corp3.14%$3.8M
- 8. Caterpillar Inc3.87%$4.68M
- 9. Home Depot Inc/The2.46%$2.97M
- 10. Intercontinental Exchange Inc1.54%$1.86M
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 North Country Large Cap Equity Fund - North Country Funds
Totals
Holdings
Assets
Weight
Prisons
7.0
$31.19M
26%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$25.91M
21%
Borders high risk
0.0
$0
0%
Total
8.0
$33.5M
28%
Holdings — 8 flagged holdings
1.
Alphabet Inc
:$8.67M
7.17%
2.
Microsoft Corp
:$7.99M
6.61%
3.
Amazon.com Inc
:$5.31M
4.4%
4.
Walmart Inc
$3.61M
2.99%
5.
Berkshire Hathaway Inc
$2.58M
2.13%
6.
Salesforce Inc
:$2.32M
1.92%
7.
Thermo Fisher Scientific Inc
:$1.62M
1.34%
8.
Costco Wholesale Corp
$1.42M
1.17%
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.
North Country Large Cap Equity Fund - North Country Funds NCEGX
Environment
Social
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