Saratoga Large Capitalization Value Portfolio
Shareclass
Saratoga Large Capitalization Value A (SLVYX)
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 Saratoga Large Capitalization Value Portfolio
FUND COVERAGE
# of holdings21
% of assets96%
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
5 / 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. Welltower Inc5.06%$915,996
- 2. Henry Schein Inc7.49%$1.36M
- 3. Williams Companies Inc5.66%$1.02M
- 4. CBRE Group Inc Class A4.12%$745,101
- 5. Alcon Inc3.44%$621,562
- 6. Aon PLC Class A3.43%$620,806
- 7. Capital One Financial Corp4.88%$883,482
- 8. Danaher Corp5%$904,066
- 9. SLM Corp4.15%$750,045
- 10. Intercontinental Exchange Inc4.45%$804,997
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Primo Brands Corp Ordinary Shares - Class A4.77%$863,425
- 2. APi Group Corp5.01%$905,787
- 3. Somnigroup International Inc4.22%$763,861
- 4. Martin Marietta Materials Inc5.22%$944,790
- 5. Canadian Pacific Kansas City Ltd5.67%$1.03M
- 6. Quanta Services Inc3.26%$590,548
- 7. Clean Harbors Inc4.91%$888,474
- 8. AMETEK Inc6.77%$1.22M
- 9. Crown Holdings Inc2.53%$457,160
- 10. Liberty Media Corp Registered Shs Series -C- Formula One3%$542,827
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 Large Capitalization Value Portfolio
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 Large Capitalization Value Portfolio SLVYX
Environment
Social
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