Red Oak Technology Select Fund
Shareclass
Red Oak Technology Select (ROGSX)
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 Red Oak Technology Select Fund
FUND COVERAGE
# of holdings26
% of assets100%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A2.24%$16.86M
- 2. Accenture PLC Class A1.64%$12.36M
- 3. Microsoft Corp6.83%$51.49M
- 4. Check Point Software Technologies Ltd0.93%$6.97M
- 5. eBay Inc2.52%$19.01M
- 6. Meta Platforms Inc Class A4.33%$32.62M
- 7. Visa Inc Class A3.62%$27.31M
- 8. Adobe Inc1.81%$13.66M
- 9. Alphabet Inc Class C8.04%$60.58M
- 10. Cisco Systems Inc4.54%$34.21M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Broadcom Inc7.79%$58.67M
- 2. Synopsys Inc3.99%$30.08M
- 3. Qualcomm Inc0.84%$6.35M
- 4. Amphenol Corp Class A2.3%$17.33M
- 5. NXP Semiconductors NV3.43%$25.86M
- 6. Advanced Micro Devices Inc1.93%$14.56M
- 7. Global Payments Inc0.86%$6.49M
- 8. Oracle Corp9.8%$73.84M
- 9. KLA Corp6.06%$45.65M
- 10. Apple Inc3.58%$27.01M
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 Red Oak Technology Select Fund
Totals
Holdings
Assets
Weight
Prisons
4
$181.96M
24%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$210.16M
28%
Borders high risk
1
$15.84M
2.1%
Total
6
$210.16M
28%
Holdings — 6 flagged holdings
1.
Alphabet Inc Class C
:$60.58M
8.04%
2.
Amazon.com Inc
:$57.75M
7.66%
3.
Microsoft Corp
:$51.49M
6.83%
4.
Lockheed Martin Corp
:$15.84M
2.1%
5.
Accenture PLC Class A
:$12.36M
1.64%
6.
Alphabet Inc Class A
:$12.16M
1.61%
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.
Red Oak Technology Select Fund ROGSX
Environment
Social
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