Polen Growth Fund - FundVantage Trust
Shareclass
Polen Growth Fund Institutional Class (POLIX)
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 Polen Growth Fund - FundVantage Trust
FUND COVERAGE
# of holdings26
% 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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Boston Scientific Corp1.76%$65.25M
- 2. Mastercard Inc4.95%$184.13M
- 3. Accenture PLC2.43%$90.48M
- 4. Uber Technologies Inc1.34%$49.82M
- 5. Microsoft Corp7.34%$273M
- 6. Zoetis Inc3.27%$121.59M
- 7. Starbucks Corp2.73%$101.48M
- 8. Intuit Inc2.57%$95.63M
- 9. ServiceNow Inc3.04%$112.84M
- 10. Visa Inc4.65%$172.79M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc4.06%$151.05M
- 2. Broadcom Inc5.3%$197.08M
- 3. Synopsys Inc2.15%$79.97M
- 4. Paycom Software Inc1.08%$40.32M
- 5. MSCI Inc3.42%$127.15M
- 6. IDEXX Laboratories Inc2.97%$110.54M
- 7. CoStar Group Inc2.97%$110.59M
- 8. Oracle Corp5.15%$191.41M
- 9. Aon PLC2.58%$95.76M
- 10. Eli Lilly & Co5.82%$216.46M
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 Polen Growth Fund - FundVantage Trust
Totals
Holdings
Assets
Weight
Prisons
3.0
$827.09M
22%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
4.0
$917.57M
25%
Borders high risk
0.0
$0
0%
Total
4.0
$917.57M
25%
Holdings — 4 flagged holdings
1.
Amazon.com Inc
:$339.48M
9.13%
2.
Microsoft Corp
:$273M
7.34%
3.
Alphabet Inc
:$214.6M
5.77%
4.
Accenture PLC
:$90.48M
2.43%
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.
Polen Growth Fund - FundVantage Trust POLIX
Environment
Social
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