Provident Trust Strategy Fund - Provident Mutual Funds Inc
Shareclass
Provident Trust Strategy Fund (PROVX)
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 Provident Trust Strategy Fund - Provident Mutual Funds Inc
FUND COVERAGE
# of holdings13
% of assets85%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Accenture PLC5.96%$12.47M
- 2. American Express Co5.34%$11.16M
- 3. Visa Inc7.22%$15.1M
- 4. Alphabet Inc16%$32.88M
- 5. Alphabet Inc16%$32.56M
- 6. PNC Financial Services Group Inc/The6.17%$12.89M
- 7. T Rowe Price Group Inc3.39%$7.1M
- 8. TJX Cos Inc/The4.48%$9.38M
- 9. Tractor Supply Co1.28%$2.69M
- 10. Home Depot Inc/The4.05%$8.48M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Fastenal Co3.26%$6.81M
- 2. Charles Schwab Corp/The6.14%$12.85M
- 3. Costco Wholesale Corp6.77%$14.15M
- 4. Home Depot Inc/The4.05%$8.48M
- 5. Tractor Supply Co1.28%$2.69M
- 6. TJX Cos Inc/The4.48%$9.38M
- 7. T Rowe Price Group Inc3.39%$7.1M
- 8. PNC Financial Services Group Inc/The6.17%$12.89M
- 9. Alphabet Inc16%$32.88M
- 10. Alphabet Inc16%$32.56M
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 Provident Trust Strategy Fund - Provident Mutual Funds Inc
Totals
Holdings
Assets
Weight
Prisons
3.0
$79.6M
38%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$77.92M
37%
Borders high risk
0.0
$0
0%
Total
4.0
$92.07M
44%
Holdings — 4 flagged holdings
1.
Alphabet Inc
:$32.88M
16%
2.
Alphabet Inc
:$32.56M
16%
3.
Costco Wholesale Corp
$14.15M
6.77%
4.
Accenture PLC
:$12.47M
5.96%
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.
Provident Trust Strategy Fund - Provident Mutual Funds Inc PROVX
Environment
Social
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