Sovereign's Capital Flourish Fund
Shareclass
Sovereign's Capital Flourish Fund (SOVF)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Sovereign's Capital Flourish Fund
FUND COVERAGE
# of holdings65
% of assets81%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Science Applications International Corp0.44%$487,386
- 2. S&P Global Inc0.76%$839,950
- 3. HubSpot Inc0.39%$431,414
- 4. IDEX Corp0.43%$473,058
- 5. Walmart Inc0.68%$745,191
- 6. Raymond James Financial Inc1.68%$1.85M
- 7. Vistra Corp3.07%$3.38M
- 8. Camden Property Trust0.47%$512,919
- 9. Automatic Data Processing Inc0.49%$534,916
- 10. Cisco Systems Inc2.17%$2.39M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Verra Mobility Corp Class A1.16%$1.28M
- 2. Alkami Technology Inc1.75%$1.92M
- 3. Super Micro Computer Inc1.38%$1.52M
- 4. Coca-Cola Consolidated Inc1.5%$1.65M
- 5. CSW Industrials Inc0.94%$1.03M
- 6. APi Group Corp0.56%$615,962
- 7. J&J Snack Foods Corp0.3%$328,527
- 8. SiteOne Landscape Supply Inc1.12%$1.23M
- 9. O'Reilly Automotive Inc0.6%$662,874
- 10. American Financial Group Inc2.44%$2.68M
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 Sovereign's Capital Flourish Fund
Totals
Holdings
Assets
Weight
Prisons
2
$2.08M
1.89%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$487,386
0.44%
Borders high risk
1
$487,386
0.44%
Total
3
$2.57M
2.34%
Holdings — 3 flagged holdings
1.
Tyson Foods Inc Class A
$1.34M
1.21%
2.
Walmart Inc
$745,191
0.68%
3.
Science Applications International Corp
:$487,386
0.44%
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.
Sovereign's Capital Flourish Fund SOVF
Environment
Social
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