Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Smead Value Fund
FUND COVERAGE
# of holdings29
% 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
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. Bank of America Corp3.27%$148.15M
- 2. JPMorgan Chase & Co3.55%$160.87M
- 3. Merck & Co Inc4.76%$215.88M
- 4. Amgen Inc4.52%$204.95M
- 5. eBay Inc3.69%$167.57M
- 6. American Express Co5.1%$231.27M
- 7. Target Corp3.07%$139.34M
- 8. ConocoPhillips3.1%$140.52M
- 9. Fifth Third Bancorp1.35%$61.36M
- 10. Ovintiv Inc2.61%$118.4M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. U-Haul Holding Co Ordinary Shares - Series N2.51%$113.89M
- 2. Lennar Corp Class A4.59%$208.07M
- 3. NVR Inc3.97%$180.11M
- 4. Ulta Beauty Inc1.57%$71.06M
- 5. Credit Acceptance Corp1.76%$79.68M
- 6. Simon Property Group Inc6.71%$304.51M
- 7. D.R. Horton Inc5.82%$264.02M
- 8. Devon Energy Corp0.97%$43.95M
- 9. Diamondback Energy Inc3.51%$159.25M
- 10. Qualcomm Inc2.08%$94.5M
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 Smead Value Fund
Totals
Holdings
Assets
Weight
Prisons
1
$139.34M
3.07%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
1
$139.34M
3.07%
Holdings — 1 flagged holdings
1.
Target Corp
$139.34M
3.07%
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.
Smead Value Fund SVFFX
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