VALUE LINE LARGER COMPANIES FOCUSED FUND INC - Value Line
Shareclass
VALUE LINE LARGER COMPANIES FOCUSED FUND INC (VALLX)
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 VALUE LINE LARGER COMPANIES FOCUSED FUND INC - Value Line
FUND COVERAGE
# of holdings29
% of assets97%
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
22 / 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. Uber Technologies Inc4.31%$19.69M
- 2. Vertex Pharmaceuticals Inc1.39%$6.35M
- 3. Microsoft Corp3.6%$16.44M
- 4. Salesforce Inc2.5%$11.39M
- 5. Workday Inc1.27%$5.8M
- 6. ServiceNow Inc1.17%$5.36M
- 7. Meta Platforms Inc6.8%$31.02M
- 8. Visa Inc2.61%$11.92M
- 9. Alphabet Inc5.9%$26.92M
- 10. Tesla Inc3.84%$17.54M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc1.94%$8.85M
- 2. Strategy Inc2.83%$12.92M
- 3. Madrigal Pharmaceuticals Inc4.02%$18.34M
- 4. Roku Inc1.9%$8.68M
- 5. AppLovin Corp5.46%$24.93M
- 6. Crowdstrike Holdings Inc2.67%$12.19M
- 7. Coinbase Global Inc3.81%$17.41M
- 8. Broadcom Inc3.72%$16.96M
- 9. Exelixis Inc3.07%$14.03M
- 10. Booking Holdings Inc1.29%$5.89M
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 LARGER COMPANIES FOCUSED FUND INC - Value Line
Totals
Holdings
Assets
Weight
Prisons
3.0
$65.06M
14%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
4.0
$76.45M
17%
Borders high risk
0.0
$0
0%
Total
4.0
$76.45M
17%
Holdings — 4 flagged holdings
1.
Alphabet Inc
:$26.92M
5.9%
2.
Amazon.com Inc
:$21.7M
4.75%
3.
Microsoft Corp
:$16.44M
3.6%
4.
Salesforce Inc
:$11.39M
2.5%
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.
VALUE LINE LARGER COMPANIES FOCUSED FUND INC - Value Line VALLX
Environment
Social
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