Plumb Equity Fund
Shareclass
Plumb Equity Institutional (PLIEX)
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 Equity Fund
FUND COVERAGE
# of holdings24
% of assets90%
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 Inc Class A4.43%$1.24M
- 2. JPMorgan Chase & Co3.12%$869,730
- 3. Autodesk Inc4.44%$1.24M
- 4. Microsoft Corp4.91%$1.37M
- 5. American Express Co4%$1.12M
- 6. Stryker Corp2.13%$593,445
- 7. Visa Inc Class A5.09%$1.42M
- 8. Alphabet Inc Class A4.74%$1.32M
- 9. Intuitive Surgical Inc4.09%$1.14M
- 10. Toast Inc Class A4.29%$1.2M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. BGC Group Inc Ordinary Shares Class A1.47%$409,200
- 2. Cadence Design Systems Inc2.21%$616,300
- 3. AAR Corp1.48%$412,740
- 4. MercadoLibre Inc5.16%$1.44M
- 5. Synopsys Inc1.91%$532,162
- 6. Copart Inc3.08%$858,725
- 7. Advanced Micro Devices Inc4.07%$1.14M
- 8. e.l.f. Beauty Inc2.68%$746,640
- 9. Fiserv Inc3.06%$853,430
- 10. Apple Inc3.5%$974,558
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 Equity Fund
Totals
Holdings
Assets
Weight
Prisons
3
$3.61M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$3.61M
13%
Borders high risk
0
$0
0%
Total
3
$3.61M
13%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$1.37M
4.91%
2.
Alphabet Inc Class A
:$1.32M
4.74%
3.
Amazon.com Inc
:$921,438
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 Equity Fund PLIEX
Environment
Social
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