Polen Growth Fund
Shareclass
Polen Growth Investor (POLRX)
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 Polen Growth Fund
FUND COVERAGE
# of holdings28
% of assets99%
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 Corp1.81%$99.84M
- 2. Mastercard Inc Class A5.06%$278.83M
- 3. Accenture PLC Class A2.17%$119.61M
- 4. Uber Technologies Inc1.63%$89.7M
- 5. Microsoft Corp8.56%$471.86M
- 6. Zoetis Inc Class A3.7%$204.2M
- 7. Starbucks Corp2.48%$136.89M
- 8. Intuit Inc1.74%$96.16M
- 9. Workday Inc Class A1.44%$79.59M
- 10. ServiceNow Inc3.44%$189.8M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg5.22%$287.51M
- 2. Broadcom Inc5.18%$285.83M
- 3. Synopsys Inc2.18%$120.11M
- 4. Paycom Software Inc1.66%$91.55M
- 5. MSCI Inc3.08%$169.92M
- 6. IDEXX Laboratories Inc2.74%$151.04M
- 7. CoStar Group Inc1.83%$100.94M
- 8. Oracle Corp8.51%$469.06M
- 9. Aon PLC Class A2.58%$142.48M
- 10. Eli Lilly and Co4.14%$228.02M
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
Totals
Holdings
Assets
Weight
Prisons
3
$1.14B
21%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$1.26B
23%
Borders high risk
0
$0
0%
Total
4
$1.26B
23%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$471.86M
8.56%
2.
Amazon.com Inc
:$447.26M
8.11%
3.
Alphabet Inc Class C
:$221.6M
4.02%
4.
Accenture PLC Class A
:$119.61M
2.17%
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 POLRX
Environment
Social
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