Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund RMB Fund
FUND COVERAGE
# of holdings39
% 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
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. Philip Morris International Inc0.99%$1.15M
- 2. JPMorgan Chase & Co3.04%$3.53M
- 3. Microsoft Corp12%$14.33M
- 4. S&P Global Inc2.24%$2.6M
- 5. Merck & Co Inc1%$1.17M
- 6. IDEX Corp0.9%$1.04M
- 7. Target Corp0.81%$937,634
- 8. Salesforce Inc1.43%$1.66M
- 9. Stryker Corp0.64%$742,667
- 10. Meta Platforms Inc Class A1.74%$2.02M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. CrowdStrike Holdings Inc Class A0.62%$717,426
- 2. Fair Isaac Corp1.12%$1.31M
- 3. Broadcom Inc1.58%$1.84M
- 4. International Paper Co1.39%$1.62M
- 5. Hubbell Inc1.15%$1.34M
- 6. AMETEK Inc3.54%$4.11M
- 7. Synopsys Inc1.83%$2.12M
- 8. Booking Holdings Inc2.66%$3.09M
- 9. The Cooper Companies Inc0.67%$781,584
- 10. EOG Resources Inc1.88%$2.18M
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 RMB Fund
Totals
Holdings
Assets
Weight
Prisons
4
$33.72M
29%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$35.7M
31%
Borders high risk
1
$1.26M
1.09%
Total
6
$36.64M
32%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$14.33M
12%
2.
Alphabet Inc Class A
:$11.2M
9.64%
3.
Amazon.com Inc
:$7.25M
6.23%
4.
Salesforce Inc
:$1.66M
1.43%
5.
RTX Corp
:$1.26M
1.09%
6.
Target Corp
$937,634
0.81%
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.
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