Nuance Concentrated Value Fund
Shareclass
Nuance Concentrated Value Investor (NCAVX)
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 Nuance Concentrated Value Fund
FUND COVERAGE
# of holdings25
% of assets74%
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
29 / 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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. United Utilities Group PLC ADR2.49%$2.66M
- 2. Hologic Inc2.05%$2.19M
- 3. Henkel AG & Co KGaA ADR10%$11.19M
- 4. Northrop Grumman Corp1.02%$1.09M
- 5. Kimberly-Clark Corp2.49%$2.65M
- 6. Clorox Co7.99%$8.53M
- 7. Beiersdorf AG ADR2.98%$3.18M
- 8. Portland General Electric Co1.01%$1.08M
- 9. Thermo Fisher Scientific Inc2.45%$2.61M
- 10. Northern Trust Corp1.65%$1.76M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Werner Enterprises Inc3.95%$4.21M
- 2. Knight-Swift Transportation Holdings Inc Class A0.78%$827,518
- 3. Solventum Corp3.22%$3.44M
- 4. Rogers Corp1.65%$1.76M
- 5. The Toro Co0.58%$620,730
- 6. Informatica Inc4.58%$4.88M
- 7. Globe Life Inc4.04%$4.31M
- 8. California Water Service Group6.52%$6.96M
- 9. Henry Schein Inc1.69%$1.8M
- 10. McCormick & Co Inc Ordinary Shares (Non Voting)1.27%$1.35M
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 Nuance Concentrated Value Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$3.7M
3.47%
Borders high risk
1
$1.09M
1.02%
Total
2
$3.7M
3.47%
Holdings — 2 flagged holdings
1.
Thermo Fisher Scientific Inc
:$2.61M
2.45%
2.
Northrop Grumman Corp
:$1.09M
1.02%
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.
Nuance Concentrated Value Fund NCAVX
Environment
Social
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