Plumb Balanced Fund
Shareclass
Plumb Balanced Investor (PLBBX)
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 Plumb Balanced Fund
FUND COVERAGE
# of holdings26
% of assets64%
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
27 / 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 Inc Class A3.63%$2.22M
- 2. JPMorgan Chase & Co2.6%$1.59M
- 3. Autodesk Inc1.52%$928,710
- 4. Microsoft Corp3.62%$2.21M
- 5. American Express Co3.65%$2.23M
- 6. Exxon Mobil Corp1.76%$1.08M
- 7. Stryker Corp0.48%$296,722
- 8. Visa Inc Class A4.06%$2.49M
- 9. Alphabet Inc Class A3.31%$2.03M
- 10. Intuitive Surgical Inc2.31%$1.41M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. BGC Group Inc Ordinary Shares Class A1%$613,800
- 2. AAR Corp1.35%$825,480
- 3. Modine Manufacturing Co1.13%$689,500
- 4. MercadoLibre Inc4.27%$2.61M
- 5. Synopsys Inc1.26%$769,020
- 6. Copart Inc2.24%$1.37M
- 7. Kinder Morgan Inc Class P1.32%$808,500
- 8. Advanced Micro Devices Inc1.04%$638,550
- 9. e.l.f. Beauty Inc1.73%$1.06M
- 10. Fiserv Inc2.25%$1.38M
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
Totals
Holdings
Assets
Weight
Prisons
3
$6.28M
10%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$6.28M
10%
Borders high risk
0
$0
0%
Total
3
$6.28M
10%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$2.21M
3.62%
2.
Amazon.com Inc
:$2.04M
3.33%
3.
Alphabet Inc Class A
:$2.03M
3.31%
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 PLBBX
Environment
Social
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