Plumb Balanced Fund - Wisconsin Capital
Shareclass
Plumb Balanced Fund Institutional Shares (PLIBX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Plumb Balanced Fund - Wisconsin Capital
FUND COVERAGE
# of holdings24
% of assets60%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc3.35%$2.17M
- 2. JPMorgan Chase & Co2.49%$1.61M
- 3. Autodesk Inc1.37%$888,030
- 4. Microsoft Corp3.32%$2.15M
- 5. American Express Co3.43%$2.22M
- 6. Exxon Mobil Corp1.86%$1.2M
- 7. Stryker Corp0.41%$263,602
- 8. Visa Inc3.41%$2.21M
- 9. Honeywell International Inc0.9%$585,270
- 10. Alphabet Inc5.08%$3.29M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Cellebrite DI Ltd1.39%$901,500
- 2. AAR Corp2.68%$1.74M
- 3. Modine Manufacturing Co2.47%$1.6M
- 4. MercadoLibre Inc2.96%$1.91M
- 5. Kinder Morgan Inc1.17%$755,975
- 6. Advanced Micro Devices Inc2.48%$1.61M
- 7. elf Beauty Inc0.7%$456,240
- 8. Apple Inc2.83%$1.84M
- 9. Eli Lilly & Co1.99%$1.29M
- 10. Amazon.com Inc3.42%$2.22M
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 Plumb Balanced Fund - Wisconsin Capital
Totals
Holdings
Assets
Weight
Prisons
4.0
$8.56M
13%
Prisons high risk
1.0
$901,500
1.39%
Private prisons
0.0
$0
0%
Borders
4.0
$8.56M
13%
Borders high risk
1.0
$901,500
1.39%
Total
4.0
$8.56M
13%
Holdings — 4 flagged holdings
1.
Alphabet Inc
:$3.29M
5.08%
2.
Amazon.com Inc
:$2.22M
3.42%
3.
Microsoft Corp
:$2.15M
3.32%
4.
Cellebrite DI Ltd
:$901,500
1.39%
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.
Plumb Balanced Fund - Wisconsin Capital PLIBX
Environment
Social
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