One Rock Fund

Shareclass
One Rock (ONERX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund One Rock Fund

FUND COVERAGE
# of holdings40
% of assets93%
Score
40 / 100
Rank

32.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #735 out of 1,085

Grade
D

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

18 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Affirm Holdings Inc Ordinary Shares - Class A
         % of fund invested: 1.1%
         $USD invested: $285,813
  • 2. The Goldman Sachs Group Inc
         % of fund invested: 1.39%
         $USD invested: $360,270
  • 3. ServiceNow Inc
         % of fund invested: 2.26%
         $USD invested: $586,432
  • 4. Meta Platforms Inc Class A
         % of fund invested: 1.5%
         $USD invested: $388,494
  • 5. Cloudflare Inc
         % of fund invested: 2.55%
         $USD invested: $663,560
  • 6. Boeing Co
         % of fund invested: 2.24%
         $USD invested: $580,496
  • 7. GE Vernova Inc
         % of fund invested: 2.37%
         $USD invested: $614,874
  • 8. Ciena Corp
         % of fund invested: 1.23%
         $USD invested: $320,240
  • 9. Dell Technologies Inc Ordinary Shares - Class C
         % of fund invested: 1.24%
         $USD invested: $322,683
  • 10. NVIDIA Corp
         % of fund invested: 11%
         $USD invested: $2.74M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Astera Labs Inc
         % of fund invested: 0.73%
         $USD invested: $190,512
  • 2. Argan Inc
         % of fund invested: 4.24%
         $USD invested: $1.1M
  • 3. Carvana Co Class A
         % of fund invested: 1.39%
         $USD invested: $359,876
  • 4. Strategy Class A
         % of fund invested: 3.84%
         $USD invested: $996,462
  • 5. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 8.63%
         $USD invested: $2.24M
  • 6. Steel Dynamics Inc
         % of fund invested: 2.16%
         $USD invested: $559,968
  • 7. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 3.1%
         $USD invested: $805,650
  • 8. Rubrik Inc Class A Shares
         % of fund invested: 1.47%
         $USD invested: $381,400
  • 9. Snowflake Inc Ordinary Shares
         % of fund invested: 7.24%
         $USD invested: $1.88M
  • 10. Carpenter Technology Corp
         % of fund invested: 0.72%
         $USD invested: $188,000

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 One Rock Fund

Totals

Holdings
Assets
Weight
Prisons
1
$164,008
0.63%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$2.4M
9.26%
     Borders high risk
1
$2.24M
8.63%
Total
2
$2.4M
9.26%
Full fund results

Holdings — 2 flagged holdings

1.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$2.24M
8.63%
Borders :
$2.24M
8.63%
2.
Amazon.com Inc
Prisons
Borders
$164,008
0.63%
Prisons
Borders :
$164,008
0.63%
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