Selected American Shares Fund

Shareclass
Selected American Shares D (SLADX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Selected American Shares Fund

FUND COVERAGE
# of holdings34
% of assets92%
Score
50 / 100
Rank

7.9 percentile

Group: U.S. Large Cap Equity

Rank: #1,347 out of 1,462

Grade
F

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

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Wells Fargo & Co
         % of fund invested: 3.06%
         $USD invested: $55.56M
  • 2. Microsoft Corp
         % of fund invested: 1.38%
         $USD invested: $24.99M
  • 3. Teck Resources Ltd Class B (Sub Voting)
         % of fund invested: 2.03%
         $USD invested: $36.79M
  • 4. Owens-Corning Inc
         % of fund invested: 1.38%
         $USD invested: $24.98M
  • 5. Danske Bank AS
         % of fund invested: 3.66%
         $USD invested: $66.43M
  • 6. The Cigna Group
         % of fund invested: 0.89%
         $USD invested: $16.08M
  • 7. ConocoPhillips
         % of fund invested: 0.8%
         $USD invested: $14.61M
  • 8. Meta Platforms Inc Class A
         % of fund invested: 9.27%
         $USD invested: $168.35M
  • 9. Chubb Ltd
         % of fund invested: 1.44%
         $USD invested: $26.16M
  • 10. Humana Inc
         % of fund invested: 1.89%
         $USD invested: $34.39M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Markel Group Inc
         % of fund invested: 2.66%
         $USD invested: $48.25M
  • 2. Berkshire Hathaway Inc Class A
         % of fund invested: 5.02%
         $USD invested: $91.1M
  • 3. Coupang Inc Ordinary Shares - Class A
         % of fund invested: 1.11%
         $USD invested: $20.07M
  • 4. Tourmaline Oil Corp
         % of fund invested: 2.29%
         $USD invested: $41.66M
  • 5. Tyson Foods Inc Class A
         % of fund invested: 2.55%
         $USD invested: $46.31M
  • 6. Darling Ingredients Inc
         % of fund invested: 0.5%
         $USD invested: $9.16M
  • 7. Solventum Corp
         % of fund invested: 1.81%
         $USD invested: $32.83M
  • 8. AGCO Corp
         % of fund invested: 1%
         $USD invested: $18.17M
  • 9. Applied Materials Inc
         % of fund invested: 5.2%
         $USD invested: $94.5M
  • 10. MGM Resorts International
         % of fund invested: 4.14%
         $USD invested: $75.14M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Selected American Shares Fund

Totals

Holdings
Assets
Weight
Prisons
6
$318.17M
18%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
3
$161.13M
8.87%
     Borders high risk
0
$0
0%
Total
6
$318.17M
18%
Full fund results

Holdings — 6 flagged holdings

1.
Berkshire Hathaway Inc Class A
Prisons
$91.1M
5.02%
Prisons
$91.1M
5.02%
2.
Amazon.com Inc
Prisons
Borders
$71.4M
3.93%
Prisons
Borders :
$71.4M
3.93%
3.
Alphabet Inc Class A
Prisons
Borders
$64.73M
3.57%
Prisons
Borders :
$64.73M
3.57%
4.
Tyson Foods Inc Class A
Prisons
$46.31M
2.55%
Prisons
$46.31M
2.55%
5.
Microsoft Corp
Prisons
Borders
$24.99M
1.38%
Prisons
Borders :
$24.99M
1.38%
6.
Restaurant Brands International Inc
Prisons
$19.63M
1.08%
Prisons
$19.63M
1.08%
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