Optimum Large Cap Growth Fund
Shareclass
Optimum Large Cap Growth Instl (OILGX)
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 Optimum Large Cap Growth Fund
FUND COVERAGE
# of holdings113
% of assets99%
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
25 / 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. Mastercard Inc Class A2.21%$45.15M
- 2. Expedia Group Inc0.4%$8.12M
- 3. Microsoft Corp9.31%$190.17M
- 4. Merck & Co Inc0.22%$4.42M
- 5. Neurocrine Biosciences Inc0.55%$11.26M
- 6. Lyft Inc Class A0.55%$11.18M
- 7. AbbVie Inc1.14%$23.34M
- 8. Trane Technologies PLC Class A0.51%$10.44M
- 9. Ecolab Inc0.44%$9M
- 10. GE Aerospace1.48%$30.19M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. FTAI Aviation Ltd0.05%$1.12M
- 2. Carvana Co Class A0.3%$6.13M
- 3. Heico Corp0.76%$15.45M
- 4. Heico Corp Class A0.5%$10.23M
- 5. Palantir Technologies Inc Ordinary Shares - Class A0.73%$14.96M
- 6. Vertiv Holdings Co Class A0.36%$7.35M
- 7. Wingstop Inc0.42%$8.5M
- 8. Keyence Corp0.12%$2.52M
- 9. AppLovin Corp Ordinary Shares - Class A0.43%$8.76M
- 10. Advanced Drainage Systems Inc0.23%$4.69M
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 Optimum Large Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
6
$474.79M
23%
Prisons high risk
1
$349,732
0.02%
Private prisons
0
$0
0%
Borders
7
$466.54M
23%
Borders high risk
2
$15.31M
0.75%
Total
8
$499.48M
24%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$190.17M
9.31%
2.
Amazon.com Inc
:$122.32M
5.99%
3.
Alphabet Inc Class A
:$67.76M
3.32%
4.
Alphabet Inc Class C
:$61.25M
3%
5.
Costco Wholesale Corp
$32.94M
1.61%
6.
Palantir Technologies Inc Ordinary Shares - Class A
:$14.96M
0.73%
7.
Salesforce Inc
:$9.73M
0.48%
8.
Axon Enterprise Inc
:$349,732
0.02%
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.
Optimum Large Cap Growth Fund OILGX
Environment
Social
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