Patient Opportunity Trust
Shareclass
Patient Opportunity A (LGOAX)
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 Patient Opportunity Trust
FUND COVERAGE
# of holdings27
% of assets81%
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
8 / 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. Biogen Inc2.17%$42.02M
- 2. Citigroup Inc5.23%$101.5M
- 3. UBS Group AG Registered Shares2.43%$47.15M
- 4. Expedia Group Inc2.04%$39.54M
- 5. General Motors Co2.2%$42.68M
- 6. Illumina Inc2.15%$41.79M
- 7. Meta Platforms Inc Class A4.24%$82.25M
- 8. Crocs Inc1.94%$37.6M
- 9. Alphabet Inc Class A5.95%$115.47M
- 10. UnitedHealth Group Inc4.89%$94.96M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. QXO Inc4.91%$95.3M
- 2. Tempus AI Inc Class A common stock1.19%$23M
- 3. Seadrill Ltd2.65%$51.36M
- 4. Noble Corp PLC Class A1.17%$22.62M
- 5. Coinbase Global Inc Ordinary Shares - Class A2.26%$43.87M
- 6. SoFi Technologies Inc Ordinary Shares2.31%$44.91M
- 7. Peloton Interactive Inc0.83%$16.2M
- 8. Mattel Inc1.34%$26.09M
- 9. Delta Air Lines Inc1.9%$36.89M
- 10. OneMain Holdings Inc2.04%$39.52M
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 Patient Opportunity Trust
Totals
Holdings
Assets
Weight
Prisons
3
$254.76M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$254.76M
13%
Borders high risk
0
$0
0%
Total
3
$254.76M
13%
Holdings — 3 flagged holdings
1.
Alphabet Inc Class A
:$115.47M
5.95%
2.
Amazon.com Inc
:$96.61M
4.98%
3.
General Motors Co
:$42.68M
2.2%
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.
Patient Opportunity Trust LGOAX
Environment
Social
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