Rock Oak Core Growth Fund
Shareclass
Rock Oak Core Growth (RCKSX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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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 Rock Oak Core Growth Fund
FUND COVERAGE
# of holdings27
% of assets97%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. The Hartford Insurance Group Inc4.9%$623,732
- 2. Newmont Corp3.31%$421,550
- 3. Republic Services Inc4.19%$533,082
- 4. Cardinal Health Inc6.17%$784,800
- 5. Northern Trust Corp2.62%$333,270
- 6. NetApp Inc4.42%$562,448
- 7. Jazz Pharmaceuticals PLC4.15%$527,859
- 8. F5 Inc5.26%$669,003
- 9. Assurant Inc3.12%$396,378
- 10. Amdocs Ltd2.32%$295,544
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Virtu Financial Inc Class A2.26%$287,550
- 2. ESAB Corp3.18%$404,275
- 3. Curtiss-Wright Corp6.12%$778,576
- 4. CF Industries Holdings Inc3.64%$462,762
- 5. Zscaler Inc2.98%$378,770
- 6. Applied Industrial Technologies Inc3.97%$505,393
- 7. BWX Technologies Inc4.35%$553,110
- 8. TransDigm Group Inc3.28%$417,812
- 9. Exelixis Inc4.93%$626,769
- 10. Veeva Systems Inc Class A2.11%$268,119
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 Rock Oak Core Growth Fund
Totals
Holdings
Assets
Weight
Prisons
1
$784,800
6.17%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
1
$784,800
6.17%
Holdings — 1 flagged holdings
1.
Cardinal Health Inc
$784,800
6.17%
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.
Rock Oak Core Growth Fund RCKSX
Environment
Social
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