Saratoga Financial Service Fund
Shareclass
Saratoga Financial Services I (SFPIX)
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 Financial Service Fund
FUND COVERAGE
# of holdings48
% of assets98%
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
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp4.33%$45,451
- 2. Mastercard Inc Class A4.06%$42,661
- 3. Citigroup Inc2.79%$29,334
- 4. JPMorgan Chase & Co4.66%$48,892
- 5. Wells Fargo & Co3.67%$38,473
- 6. WEX Inc0.75%$7,876
- 7. The Goldman Sachs Group Inc1.52%$15,927
- 8. S&P Global Inc1.11%$11,681
- 9. BlackRock Inc1.11%$11,659
- 10. PayPal Holdings Inc0.81%$8,450
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Blackstone Inc0.77%$8,030
- 2. Berkshire Hathaway Inc Class B9.34%$98,034
- 3. American Financial Group Inc1.69%$17,778
- 4. Stifel Financial Corp2.15%$22,581
- 5. WR Berkley Corp1.42%$14,941
- 6. Interactive Brokers Group Inc Class A2.96%$31,033
- 7. Bank OZK1.68%$17,639
- 8. Charles Schwab Corp0.62%$6,492
- 9. Apollo Asset Management, Inc.1.85%$19,457
- 10. MGIC Investment Corp1.16%$12,227
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 Financial Service Fund
Totals
Holdings
Assets
Weight
Prisons
2
$116,635
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$18,601
1.77%
Borders high risk
0
$0
0%
Total
2
$116,635
11%
Holdings — 2 flagged holdings
1.
Berkshire Hathaway Inc Class B
$98,034
9.34%
2.
Synovus Financial Corp
:$18,601
1.77%
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 Financial Service Fund SFPIX
Environment
Social
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