Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund The BeeHive ETF
FUND COVERAGE
# of holdings33
% of assets94%
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
9 / 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. Mondelez International Inc Class A2.76%$5.05M
- 2. Pernod Ricard SA ADR1.62%$2.97M
- 3. JPMorgan Chase & Co2.36%$4.33M
- 4. Microsoft Corp9.64%$17.64M
- 5. Check Point Software Technologies Ltd2.87%$5.26M
- 6. Airbus SE ADR4.04%$7.4M
- 7. Illumina Inc2.5%$4.58M
- 8. nVent Electric PLC3.07%$5.62M
- 9. Chubb Ltd2.77%$5.07M
- 10. Thermo Fisher Scientific Inc1.95%$3.57M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B1.31%$2.4M
- 2. Canadian Pacific Kansas City Ltd1.85%$3.4M
- 3. Take-Two Interactive Software Inc2.25%$4.11M
- 4. Franco-Nevada Corp2.89%$5.29M
- 5. First Citizens BancShares Inc Class A0.9%$1.65M
- 6. Restaurant Brands International Inc1.7%$3.12M
- 7. Intercontinental Exchange Inc2.97%$5.43M
- 8. Prologis Inc2.77%$5.07M
- 9. Analog Devices Inc2.94%$5.38M
- 10. Danaher Corp3.44%$6.29M
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 The BeeHive ETF
Totals
Holdings
Assets
Weight
Prisons
7
$48.37M
26%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$51.7M
28%
Borders high risk
1
$7.4M
4.04%
Total
9
$59.34M
32%
Holdings — 9 flagged holdings
1.
Microsoft Corp
:$17.64M
9.64%
2.
Alphabet Inc Class A
:$13.98M
7.64%
3.
Amazon.com Inc
:$7.88M
4.3%
4.
Airbus SE ADR
:$7.4M
4.04%
5.
Thermo Fisher Scientific Inc
:$3.57M
1.95%
6.
Restaurant Brands International Inc
$3.12M
1.7%
7.
Berkshire Hathaway Inc Class B
$2.4M
1.31%
8.
Elevance Health Inc
$2.13M
1.17%
9.
Alphabet Inc Class C
:$1.22M
0.67%
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.
The BeeHive ETF BEEX
Environment
Social
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