Timothy Plan Israel Common Values Fund

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Timothy Plan Israel Common Values A (TPAIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Timothy Plan Israel Common Values Fund

FUND COVERAGE
# of holdings28
% of assets66%
Score
46 / 100
Rank

7.6 percentile

Group: International Equity

Rank: #1,013 out of 1,095

Grade
F

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

7 / 30

Gender Equality: Policies Promoting Gender Equality

15 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Energix-Renewable Energies Ltd
         % of fund invested: 0.76%
         $USD invested: $1.09M
  • 2. Bank Leumi Le-Israel BM
         % of fund invested: 6.15%
         $USD invested: $8.89M
  • 3. Phoenix Financial Ltd
         % of fund invested: 3.99%
         $USD invested: $5.77M
  • 4. CyberArk Software Ltd
         % of fund invested: 3.77%
         $USD invested: $5.45M
  • 5. Monday.Com Ltd Ordinary Shares
         % of fund invested: 2.07%
         $USD invested: $2.99M
  • 6. Big Shopping Centers Ltd
         % of fund invested: 1.59%
         $USD invested: $2.3M
  • 7. Azrieli Group Ltd
         % of fund invested: 2.8%
         $USD invested: $4.05M
  • 8. Israel Discount Bank Ltd Class A
         % of fund invested: 3.64%
         $USD invested: $5.25M
  • 9. First International Bank of Israel Ltd
         % of fund invested: 2.27%
         $USD invested: $3.28M
  • 10. Fattal Holdings (1998) Ltd
         % of fund invested: 1.65%
         $USD invested: $2.38M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Gav-Yam Lands Corp Ltd
         % of fund invested: 1.21%
         $USD invested: $1.75M
  • 2. Varonis Systems Inc
         % of fund invested: 1.62%
         $USD invested: $2.34M
  • 3. Shikun & Binui Ltd
         % of fund invested: 0.58%
         $USD invested: $838,818
  • 4. Harel Insurance Investments & Financial Services Ltd
         % of fund invested: 1.55%
         $USD invested: $2.24M
  • 5. Nova Ltd
         % of fund invested: 4.38%
         $USD invested: $6.33M
  • 6. Camtek Ltd
         % of fund invested: 1.84%
         $USD invested: $2.66M
  • 7. Amot Investments Ltd
         % of fund invested: 1.46%
         $USD invested: $2.11M
  • 8. Melisron Ltd
         % of fund invested: 2.16%
         $USD invested: $3.12M
  • 9. Mivne Real Estate (K.D) Ltd
         % of fund invested: 1.82%
         $USD invested: $2.64M
  • 10. Elbit Systems Ltd
         % of fund invested: 5.32%
         $USD invested: $7.69M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Timothy Plan Israel Common Values Fund

Totals

Holdings
Assets
Weight
Prisons
1
$2.89M
2%
     Prisons high risk
1
$2.89M
2%
     Private prisons
0
$0
0%
Borders
1
$7.69M
5.32%
     Borders high risk
1
$7.69M
5.32%
Total
2
$10.58M
7.32%
Full fund results

Holdings — 2 flagged holdings

1.
Elbit Systems Ltd
Borders
$7.69M
5.32%
Borders :
$7.69M
5.32%
2.
NICE Ltd ADR
Prisons
$2.89M
2%
Prisons
$2.89M
2%
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