Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Sound Shore Fund
FUND COVERAGE
# of holdings38
% of assets97%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp3.04%$29.4M
- 2. Hologic Inc2.94%$28.43M
- 3. Citigroup Inc3.14%$30.34M
- 4. Willis Towers Watson PLC2.7%$26.1M
- 5. Wells Fargo & Co2.43%$23.52M
- 6. Nestle SA ADR3.31%$31.97M
- 7. General Motors Co2.88%$27.85M
- 8. PayPal Holdings Inc2.21%$21.38M
- 9. Check Point Software Technologies Ltd2.26%$21.82M
- 10. Regeneron Pharmaceuticals Inc1.48%$14.34M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B2.55%$24.59M
- 2. Huntington Ingalls Industries Inc2.6%$25.09M
- 3. Mohawk Industries Inc2.77%$26.73M
- 4. Marvell Technology Inc2.25%$21.71M
- 5. International Paper Co2.23%$21.52M
- 6. CSX Corp2.65%$25.64M
- 7. Barrick Mining Corp1.42%$13.67M
- 8. Applied Materials Inc2.53%$24.4M
- 9. Albertsons Companies Inc Class A2.66%$25.72M
- 10. Southwest Airlines Co2.51%$24.24M
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 Sound Shore Fund
Totals
Holdings
Assets
Weight
Prisons
3
$75.97M
7.86%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$51.38M
5.32%
Borders high risk
0
$0
0%
Total
3
$75.97M
7.86%
Holdings — 3 flagged holdings
1.
General Motors Co
:$27.85M
2.88%
2.
Berkshire Hathaway Inc Class B
$24.59M
2.55%
3.
Alphabet Inc Class A
:$23.53M
2.44%
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.
Sound Shore Fund SSHFX
Environment
Social
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