USA Mutuals Vice Fund
Shareclass
USA Mutuals Vice Institutional (VICVX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund USA Mutuals Vice Fund
FUND COVERAGE
# of holdings29
% of assets90%
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
10 / 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. Diageo PLC ADR4.55%$2.47M
- 2. BAE Systems PLC9.56%$5.19M
- 3. Pernod Ricard SA3.03%$1.64M
- 4. Philip Morris International Inc7.89%$4.28M
- 5. Northrop Grumman Corp5.53%$3M
- 6. Carlsberg AS Class B3.92%$2.13M
- 7. Altria Group Inc2.7%$1.47M
- 8. British American Tobacco PLC ADR4.62%$2.51M
- 9. Heineken NV4.82%$2.62M
- 10. Molson Coors Beverage Co Shs -B- Non-Voting1.33%$721,350
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Cronos Group Inc1.69%$916,800
- 2. Galaxy Entertainment Group Ltd2.5%$1.35M
- 3. The Trade Desk Inc Class A1.33%$719,900
- 4. DraftKings Inc Ordinary Shares - Class A2.37%$1.29M
- 5. Innovative Industrial Properties Inc1.53%$828,300
- 6. Gaming and Leisure Properties Inc2.44%$1.32M
- 7. Howmet Aerospace Inc2.4%$1.3M
- 8. Hecla Mining Co1.66%$898,500
- 9. Anheuser-Busch InBev SA/NV ADR4.43%$2.41M
- 10. Flutter Entertainment PLC2.63%$1.43M
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 USA Mutuals Vice Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$7.18M
13%
Borders high risk
3
$7.18M
13%
Total
3
$7.18M
13%
Holdings — 3 flagged holdings
1.
RTX Corp
:$3.72M
6.85%
2.
Northrop Grumman Corp
:$3M
5.53%
3.
Lockheed Martin Corp
:$463,140
0.85%
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.
USA Mutuals Vice Fund VICVX
Environment
Social
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