Optimum Large Cap Value Fund
Shareclass
Optimum Large Cap Value Instl (OILVX)
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 Value Fund
FUND COVERAGE
# of holdings124
% 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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Diageo PLC0.17%$3.36M
- 2. Procter & Gamble Co0.61%$11.78M
- 3. Boston Scientific Corp1.01%$19.5M
- 4. Marriott International Inc Class A0.63%$12.13M
- 5. Bank of America Corp1.07%$20.52M
- 6. Mondelez International Inc Class A1.13%$21.76M
- 7. Citigroup Inc0.86%$16.66M
- 8. Reckitt Benckiser Group PLC0.32%$6.18M
- 9. JPMorgan Chase & Co4.5%$86.67M
- 10. Wells Fargo & Co1.72%$33.2M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. PACCAR Inc0.55%$10.69M
- 2. Berkshire Hathaway Inc Class B1%$19.35M
- 3. Tyson Foods Inc Class A0.28%$5.35M
- 4. Martin Marietta Materials Inc0.7%$13.41M
- 5. NextEra Energy Inc0.59%$11.38M
- 6. Broadcom Inc0.79%$15.25M
- 7. CSX Corp0.58%$11.11M
- 8. Quanta Services Inc0.58%$11.22M
- 9. KKR & Co Inc Ordinary Shares0.92%$17.69M
- 10. Parker Hannifin Corp1.05%$20.19M
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 Value Fund
Totals
Holdings
Assets
Weight
Prisons
9
$127.03M
6.6%
Prisons high risk
1
$13.61M
0.71%
Private prisons
0
$0
0%
Borders
12
$212.07M
11%
Borders high risk
5
$100.97M
5.24%
Total
16
$250.9M
13%
Holdings — 16 flagged holdings
1.
RTX Corp
:$45.34M
2.35%
2.
Amazon.com Inc
:$28.07M
1.46%
3.
Alphabet Inc Class A
:$22.75M
1.18%
4.
General Dynamics Corp
:$19.87M
1.03%
5.
Berkshire Hathaway Inc Class B
$19.35M
1%
6.
Accenture PLC Class A
:$15.35M
0.8%
7.
Motorola Solutions Inc
:$13.61M
0.71%
8.
Microsoft Corp
:$13.42M
0.7%
9.
Northrop Grumman Corp
:$12.61M
0.65%
10.
Thermo Fisher Scientific Inc
:$12.36M
0.64%
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 Value Fund OILVX
Environment
Social
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