Saratoga Energy & Basic Materials Fund
Shareclass
Saratoga Energy & Basic Materials C (SEPCX)
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 Saratoga Energy & Basic Materials Fund
FUND COVERAGE
# of holdings40
% of assets90%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. BHP Group Ltd ADR2.36%$23,972
- 2. Dow Inc1.25%$12,749
- 3. BP PLC ADR1.79%$18,229
- 4. Rio Tinto PLC ADR3.93%$39,936
- 5. Basf SE ADR1.52%$15,425
- 6. Shell PLC ADR (Representing - Ordinary Shares)2.08%$21,173
- 7. Enbridge Inc1.46%$14,835
- 8. Anglo American PLC ADR0.85%$8,659
- 9. TotalEnergies SE ADR1.79%$18,205
- 10. Chevron Corp6.98%$70,968
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. PBF Energy Inc Class A1.47%$14,994
- 2. Canadian Natural Resources Ltd1.08%$10,994
- 3. Nucor Corp1.76%$17,877
- 4. Eagle Materials Inc1.4%$14,215
- 5. Civitas Resources Inc Ordinary Shares1.09%$11,050
- 6. Celanese Corp Class A0.5%$5,092
- 7. International Paper Co2.01%$20,416
- 8. B2Gold Corp3.04%$30,903
- 9. Huntsman Corp0.66%$6,672
- 10. Diamondback Energy Inc2.03%$20,606
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 Saratoga Energy & Basic Materials Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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.
Saratoga Energy & Basic Materials Fund SEPCX
Environment
Social
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