Port Street Quality Growth Fund
Shareclass
Port Street Quality Growth Institutional (PSQGX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
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 Port Street Quality Growth Fund
FUND COVERAGE
# of holdings22
% of assets59%
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
29 / 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
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Diageo PLC ADR1.32%$2.45M
- 2. Procter & Gamble Co1.35%$2.5M
- 3. Novo Nordisk AS ADR3.26%$6.03M
- 4. Unilever PLC ADR4.38%$8.12M
- 5. Accenture PLC Class A1.82%$3.37M
- 6. PepsiCo Inc0.95%$1.76M
- 7. Johnson & Johnson2.46%$4.57M
- 8. Microsoft Corp5.84%$10.81M
- 9. Roche Holding AG ADR2.87%$5.31M
- 10. Starbucks Corp1.89%$3.5M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B4.43%$8.2M
- 2. The Home Depot Inc1.64%$3.05M
- 3. Medtronic PLC3.91%$7.25M
- 4. General Dynamics Corp2.36%$4.38M
- 5. The Walt Disney Co4.73%$8.76M
- 6. Oracle Corp2.26%$4.18M
- 7. RTX Corp1.57%$2.9M
- 8. C.H. Robinson Worldwide Inc2.07%$3.84M
- 9. Eli Lilly and Co1.17%$2.16M
- 10. ASML Holding NV ADR2.08%$3.85M
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 Port Street Quality Growth Fund
Totals
Holdings
Assets
Weight
Prisons
3
$28.19M
15%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$30.63M
17%
Borders high risk
2
$7.28M
3.93%
Total
6
$38.83M
21%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$10.81M
5.84%
2.
Alphabet Inc Class A
:$9.17M
4.95%
3.
Berkshire Hathaway Inc Class B
$8.2M
4.43%
4.
General Dynamics Corp
:$4.38M
2.36%
5.
Accenture PLC Class A
:$3.37M
1.82%
6.
RTX Corp
:$2.9M
1.57%
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.
Port Street Quality Growth Fund PSQGX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer