Steward Values Enhanced International Fund - Steward Funds Inc
Shareclass
Steward Values Enhanced International Fund Class R6 (SNTFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Steward Values Enhanced International Fund - Steward Funds Inc
FUND COVERAGE
# of holdings56
% of assets75%
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
15 / 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. National Grid PLC2.26%$7.1M
- 2. NatWest Group PLC1.21%$3.81M
- 3. BHP Group Ltd2.6%$8.18M
- 4. Haleon PLC1.42%$4.48M
- 5. Lloyds Banking Group PLC1.46%$4.6M
- 6. BP PLC1.4%$4.39M
- 7. Pearson PLC0.41%$1.28M
- 8. Takeda Pharmaceutical Co Ltd3.64%$11.46M
- 9. WPP PLC0.24%$753,058
- 10. Rio Tinto PLC1.99%$6.27M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Futu Holdings Ltd0.22%$681,656
- 2. Ascendis Pharma A/S0.51%$1.6M
- 3. ArcelorMittal SA0.37%$1.18M
- 4. Honda Motor Co Ltd1.07%$3.37M
- 5. Sony Group Corp2.13%$6.7M
- 6. Nomura Holdings Inc0.24%$759,449
- 7. Mitsubishi UFJ Financial Group Inc2.64%$8.3M
- 8. Nice Ltd0.41%$1.29M
- 9. Sea Ltd0.77%$2.43M
- 10. ARM Holdings PLC0.28%$891,134
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 Steward Values Enhanced International Fund - Steward Funds Inc
Totals
Holdings
Assets
Weight
Prisons
3.0
$19.21M
6.11%
Prisons high risk
1.0
$1.29M
0.41%
Private prisons
0.0
$0
0%
Borders
3.0
$23.33M
7.42%
Borders high risk
0.0
$0
0%
Total
4.0
$24.61M
7.83%
Holdings — 4 flagged holdings
1.
HSBC Holdings PLC
:$14.55M
4.63%
2.
RELX PLC
:$5.41M
1.72%
3.
Honda Motor Co Ltd
:$3.37M
1.07%
4.
Nice Ltd
$1.29M
0.41%
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.
Steward Values Enhanced International Fund - Steward Funds Inc SNTFX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer