Thompson LargeCap Fund - Thompson IM Funds Inc
Shareclass
Thompson LargeCap Fund (thpgx)
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 Thompson LargeCap Fund - Thompson IM Funds Inc
FUND COVERAGE
# of holdings70
% of assets98%
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
19 / 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 Corp1.71%$3.4M
- 2. Citigroup Inc2.33%$4.63M
- 3. J M Smucker Co/The0.93%$1.84M
- 4. JPMorgan Chase & Co1.41%$2.81M
- 5. PepsiCo Inc2.01%$3.99M
- 6. Johnson & Johnson1.19%$2.36M
- 7. Bristol-Myers Squibb Co0.98%$1.94M
- 8. Microsoft Corp4.41%$8.75M
- 9. Merck & Co Inc1.14%$2.26M
- 10. PayPal Holdings Inc1.66%$3.3M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. O-I Glass Inc1.17%$2.32M
- 2. LKQ Corp1.41%$2.8M
- 3. Calix Inc0.86%$1.71M
- 4. Microchip Technology Inc0.94%$1.87M
- 5. Tyson Foods Inc0.5%$988,301
- 6. Viavi Solutions Inc0.7%$1.39M
- 7. Marvell Technology Inc0.97%$1.92M
- 8. Charles Schwab Corp/The1.53%$3.03M
- 9. Flagstar Financial Inc0.7%$1.39M
- 10. Colliers International Group Inc0.7%$1.39M
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 Thompson LargeCap Fund - Thompson IM Funds Inc
Totals
Holdings
Assets
Weight
Prisons
5.0
$28.05M
14%
Prisons high risk
1.0
$1.39M
0.7%
Private prisons
0.0
$0
0%
Borders
4.0
$26.67M
13%
Borders high risk
1.0
$1.39M
0.7%
Total
6.0
$29.86M
15%
Holdings — 6 flagged holdings
1.
Alphabet Inc
:$14.71M
7.41%
2.
Microsoft Corp
:$8.75M
4.41%
3.
Target Corp
$2.21M
1.11%
4.
Salesforce Inc
:$1.81M
0.91%
5.
Citizens Financial Group Inc
:$1.39M
0.7%
6.
Tyson Foods Inc
$988,301
0.5%
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.
Thompson LargeCap Fund - Thompson IM Funds Inc thpgx
Environment
Social
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