Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Sit ESG Growth Fund
FUND COVERAGE
# of holdings58
% 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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Allianz SE ADR2.14%$297,987
- 2. AstraZeneca PLC ADR2%$278,110
- 3. Diageo PLC ADR0.54%$74,913
- 4. Iberdrola SA ADR2.21%$308,043
- 5. BAE Systems PLC ADR1.16%$161,994
- 6. Man Group PLC0.96%$133,701
- 7. JPMorgan Chase & Co2.44%$339,087
- 8. Accenture PLC Class A1.33%$184,950
- 9. PepsiCo Inc0.88%$122,885
- 10. The Goldman Sachs Group Inc3.44%$477,810
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Keyence Corp0.54%$74,626
- 2. Broadcom Inc4.57%$635,077
- 3. Sony Group Corp ADR2.25%$313,091
- 4. Cheniere Energy Inc1.31%$182,110
- 5. Ypsomed Holding AG0.58%$81,261
- 6. The Home Depot Inc2.17%$301,867
- 7. Medtronic PLC0.5%$69,049
- 8. D'Ieteren Group1.05%$146,723
- 9. The AES Corp0.29%$39,809
- 10. Deutsche Post AG0.5%$69,042
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 Sit ESG Growth Fund
Totals
Holdings
Assets
Weight
Prisons
2
$1.64M
12%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$2.39M
17%
Borders high risk
1
$137,283
0.99%
Total
6
$2.39M
17%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$1.04M
7.45%
2.
Alphabet Inc Class A
:$607,750
4.37%
3.
RELX PLC ADR
:$224,472
1.61%
4.
Salesforce Inc
:$201,450
1.45%
5.
Accenture PLC Class A
:$184,950
1.33%
6.
Lockheed Martin Corp
:$137,283
0.99%
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.
Sit ESG Growth Fund IESGX
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Social
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