Pear Tree Quality Fund
Shareclass
Pear Tree Quality Ordinary (USBOX)
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 Pear Tree Quality Fund
FUND COVERAGE
# of holdings43
% of assets95%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 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 PLC ADR1.12%$3.74M
- 2. Novo Nordisk AS ADR0.55%$1.85M
- 3. Haleon PLC ADR1.74%$5.8M
- 4. Unilever PLC ADR1.89%$6.29M
- 5. Hilton Worldwide Holdings Inc1.46%$4.85M
- 6. Wells Fargo & Co1.99%$6.64M
- 7. Accenture PLC Class A2.02%$6.73M
- 8. Uber Technologies Inc1.52%$5.08M
- 9. Johnson & Johnson3.17%$10.57M
- 10. Nestle SA ADR1.36%$4.53M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Broadcom Inc2.41%$8.03M
- 2. Quest Diagnostics Inc0.91%$3.05M
- 3. Tradeweb Markets Inc0.76%$2.52M
- 4. U.S. Bancorp2.29%$7.63M
- 5. Oracle Corp5%$16.67M
- 6. TJX Companies Inc1.4%$4.68M
- 7. Lam Research Corp3.37%$11.25M
- 8. Constellation Brands Inc Class A1.72%$5.75M
- 9. KLA Corp1.14%$3.8M
- 10. Apple Inc3.91%$13.05M
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 Pear Tree Quality Fund
Totals
Holdings
Assets
Weight
Prisons
4
$55.59M
17%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$72.26M
22%
Borders high risk
0
$0
0%
Total
7
$79.05M
24%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$26.62M
7.98%
2.
Alphabet Inc Class A
:$15.32M
4.6%
3.
Thermo Fisher Scientific Inc
:$8.9M
2.67%
4.
Salesforce Inc
:$7.84M
2.35%
5.
Amazon.com Inc
:$6.86M
2.06%
6.
Elevance Health Inc
$6.79M
2.04%
7.
Accenture PLC Class A
:$6.73M
2.02%
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.
Pear Tree Quality Fund USBOX
Environment
Social
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