Shelton Sustainable Equity Fund
Shareclass
Shelton Sustainable Equity Investor (NEXTX)
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 Shelton Sustainable Equity Fund
FUND COVERAGE
# of holdings41
% of assets88%
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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Schneider Electric SE3.39%$2.66M
- 2. The Chemours Co1.46%$1.15M
- 3. Xylem Inc2.14%$1.68M
- 4. Gaztransport et technigaz SA3.78%$2.97M
- 5. Siemens AG3.26%$2.56M
- 6. Trane Technologies PLC Class A1.11%$874,820
- 7. On Holding AG3.31%$2.6M
- 8. Pinterest Inc Class A1.37%$1.08M
- 9. First Solar Inc3.52%$2.77M
- 10. Sunrun Inc0.52%$409,000
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vertiv Holdings Co Class A1.63%$1.28M
- 2. Advanced Energy Industries Inc3.54%$2.78M
- 3. CF Industries Holdings Inc3.87%$3.04M
- 4. Itron Inc1.17%$921,410
- 5. Teledyne Technologies Inc3.59%$2.82M
- 6. Herc Holdings Inc0.76%$593,132
- 7. EnerSys1.09%$857,700
- 8. Darling Ingredients Inc2.9%$2.28M
- 9. Aramark3.86%$3.04M
- 10. Clean Harbors Inc1.77%$1.39M
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 Shelton Sustainable Equity Fund
Totals
Holdings
Assets
Weight
Prisons
1
$3.04M
3.86%
Prisons high risk
1
$3.04M
3.86%
Private prisons
0
$0
0%
Borders
3
$6.57M
8.37%
Borders high risk
3
$6.57M
8.37%
Total
3
$6.57M
8.37%
Holdings — 3 flagged holdings
1.
Aramark
:$3.04M
3.86%
2.
Teledyne Technologies Inc
:$2.82M
3.59%
3.
KBR Inc
:$719,100
0.92%
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.
Shelton Sustainable Equity Fund NEXTX
Environment
Social
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