Value Line Capital Appreciation Fund, Inc.
Shareclass
Value Line Capital Appreciation Instl (VLIIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Value Line Capital Appreciation Fund, Inc.
FUND COVERAGE
# of holdings47
% of assets66%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 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 Corp1.03%$5.47M
- 2. Hilton Worldwide Holdings Inc0.59%$3.11M
- 3. JPMorgan Chase & Co0.77%$4.1M
- 4. Uber Technologies Inc2.47%$13.13M
- 5. The Goldman Sachs Group Inc0.97%$5.18M
- 6. Vertex Pharmaceuticals Inc0.59%$3.13M
- 7. Microsoft Corp2.39%$12.69M
- 8. Lyft Inc Class A0.91%$4.84M
- 9. Zoetis Inc Class A0.33%$1.76M
- 10. Salesforce Inc1.52%$8.06M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.78%$4.16M
- 2. Strategy Class A2.09%$11.12M
- 3. Madrigal Pharmaceuticals Inc1.64%$8.71M
- 4. Roku Inc Class A0.83%$4.41M
- 5. Blackstone Inc1.03%$5.47M
- 6. AppLovin Corp Ordinary Shares - Class A2.5%$13.29M
- 7. CrowdStrike Holdings Inc Class A0.76%$4.02M
- 8. DraftKings Inc Ordinary Shares - Class A0.6%$3.18M
- 9. Coinbase Global Inc Ordinary Shares - Class A1.91%$10.12M
- 10. Interactive Brokers Group Inc Class A0.91%$4.82M
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 Capital Appreciation Fund, Inc.
Totals
Holdings
Assets
Weight
Prisons
3
$44.79M
8.43%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$52.85M
9.95%
Borders high risk
0
$0
0%
Total
4
$52.85M
9.95%
Holdings — 4 flagged holdings
1.
Alphabet Inc Class A
:$17.5M
3.29%
2.
Amazon.com Inc
:$14.6M
2.75%
3.
Microsoft Corp
:$12.69M
2.39%
4.
Salesforce Inc
:$8.06M
1.52%
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 Capital Appreciation Fund, Inc. VLIIX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer