State Farm Balanced Fund - Advisers Investment Trust
Shareclass
State Farm Balanced Fund (STFBX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund State Farm Balanced Fund - Advisers Investment Trust
FUND COVERAGE
# of holdings251
% of assets71%
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
28 / 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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.3%$8.08M
- 2. Procter & Gamble Co/The1.93%$51.48M
- 3. Bank of America Corp0.04%$1.08M
- 4. Rio Tinto PLC0.33%$8.81M
- 5. Mastercard Inc<0.01%$250,616
- 6. Citigroup Inc0.03%$746,816
- 7. Philip Morris International Inc0.13%$3.59M
- 8. Willis Towers Watson PLC0.11%$2.89M
- 9. Wells Fargo & Co1.33%$35.35M
- 10. JPMorgan Chase & Co0.34%$9.02M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.13%$3.55M
- 2. EchoStar Corp<0.01%$3,804
- 3. Carvana Co0.06%$1.47M
- 4. Palantir Technologies Inc0.14%$3.82M
- 5. Vertiv Holdings Co0.05%$1.34M
- 6. Super Micro Computer Inc<0.01%$131,715
- 7. Chemed Corp0.04%$1.16M
- 8. Lamar Advertising Co0.1%$2.63M
- 9. AppLovin Corp<0.01%$67,382
- 10. Berkshire Hathaway Inc0.05%$1.31M
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 State Farm Balanced Fund - Advisers Investment Trust
Totals
Holdings
Assets
Weight
Prisons
16.0
$341.55M
13%
Prisons high risk
2.0
$2.47M
0.09%
Private prisons
0.0
$0
0%
Borders
15.0
$272.85M
10%
Borders high risk
6.0
$14.51M
0.54%
Total
23.0
$355.79M
13%
Holdings — 23 flagged holdings
1.
Alphabet Inc
:$123.3M
4.63%
2.
Microsoft Corp
:$81.31M
3.05%
3.
Archer-Daniels-Midland Co
$31.65M
1.19%
4.
Walmart Inc
$31.35M
1.18%
5.
Amazon.com Inc
:$24.51M
0.92%
6.
Alphabet Inc
:$22.34M
0.84%
7.
3M Co
$8.49M
0.32%
8.
Costco Wholesale Corp
$6.04M
0.23%
9.
Western Union Co/The
:$4.51M
0.17%
10.
Palantir Technologies Inc
:$3.82M
0.14%
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.
State Farm Balanced Fund - Advisers Investment Trust STFBX
Environment
Social
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