POLARIS GLOBAL VALUE FUND - Forum Funds
Shareclass
POLARIS GLOBAL VALUE FUND (PGVFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund POLARIS GLOBAL VALUE FUND - Forum Funds
FUND COVERAGE
# of holdings71
% 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
10 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Yara International ASA1.14%$5.57M
- 2. Publicis Groupe SA1.21%$5.91M
- 3. Sanofi SA0.91%$4.43M
- 4. Takeda Pharmaceutical Co Ltd1.09%$5.32M
- 5. DNB Bank ASA1.16%$5.66M
- 6. IPSOS SA0.33%$1.61M
- 7. JPMorgan Chase & Co1.55%$7.55M
- 8. Cie Generale des Etablissements Michelin SCA1.05%$5.09M
- 9. Endesa SA1.24%$6.03M
- 10. Deutsche Telekom AG0.88%$4.29M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. International Bancshares Corp1.29%$6.28M
- 2. Allison Transmission Holdings Inc1.08%$5.26M
- 3. LKQ Corp0.92%$4.47M
- 4. Lundin Mining Corp1.02%$4.96M
- 5. Macnica Holdings Inc0.19%$939,343
- 6. Tyson Foods Inc1.25%$6.1M
- 7. Methanex Corp0.81%$3.94M
- 8. Daicel Corp0.65%$3.17M
- 9. NextEra Energy Inc1.2%$5.85M
- 10. Gaming and Leisure Properties Inc1.05%$5.12M
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 POLARIS GLOBAL VALUE FUND - Forum Funds
Totals
Holdings
Assets
Weight
Prisons
3.0
$17.08M
3.51%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
2.0
$12.64M
2.6%
Borders high risk
1.0
$7.09M
1.46%
Total
4.0
$24.17M
4.96%
Holdings — 4 flagged holdings
1.
General Dynamics Corp
:$7.09M
1.46%
2.
Tyson Foods Inc
$6.1M
1.25%
3.
Capgemini SE
:$5.55M
1.14%
4.
Elevance Health Inc
$5.43M
1.12%
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.
POLARIS GLOBAL VALUE FUND - Forum Funds PGVFX
Environment
Social
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