Value Line Asset Allocation Fund
Shareclass
Value Line Asset Allocation Instl (VLAIX)
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 Value Line Asset Allocation Fund
FUND COVERAGE
# of holdings32
% of assets68%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. S&P Global Inc2.16%$16.36M
- 2. Zoetis Inc Class A1.16%$8.78M
- 3. Intuit Inc2.24%$16.94M
- 4. ServiceNow Inc3.71%$28.09M
- 5. Republic Services Inc3.82%$28.87M
- 6. Motorola Solutions Inc3.69%$27.94M
- 7. Stryker Corp3.39%$25.64M
- 8. Tyler Technologies Inc3.65%$27.59M
- 9. Watsco Inc Ordinary Shares0.29%$2.18M
- 10. Gartner Inc0.81%$6.15M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp0.7%$5.29M
- 2. Chemed Corp1.34%$10.16M
- 3. Exponent Inc0.36%$2.73M
- 4. Cintas Corp4.31%$32.6M
- 5. American Financial Group Inc1.35%$10.21M
- 6. RLI Corp1.3%$9.8M
- 7. Fair Isaac Corp2.29%$17.36M
- 8. WR Berkley Corp2.32%$17.54M
- 9. Cadence Design Systems Inc3.38%$25.54M
- 10. Waste Connections Inc0.37%$2.81M
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 Value Line Asset Allocation Fund
Totals
Holdings
Assets
Weight
Prisons
2
$55.71M
7.36%
Prisons high risk
1
$27.94M
3.69%
Private prisons
0
$0
0%
Borders
1
$27.94M
3.69%
Borders high risk
1
$27.94M
3.69%
Total
2
$55.71M
7.36%
Holdings — 2 flagged holdings
1.
Motorola Solutions Inc
:$27.94M
3.69%
2.
Costco Wholesale Corp
$27.77M
3.67%
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.
Value Line Asset Allocation Fund VLAIX
Environment
Social
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