Value Line Larger Companies Focused Fund
Shareclass
Value Line Larger Companies Focused Inv (VALLX)
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 Larger Companies Focused Fund
FUND COVERAGE
# of holdings31
% 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 Inc4.33%$21.06M
- 2. Vertex Pharmaceuticals Inc1.13%$5.48M
- 3. Microsoft Corp3.41%$16.57M
- 4. Salesforce Inc2.68%$13.04M
- 5. Workday Inc Class A1.68%$8.18M
- 6. ServiceNow Inc1.33%$6.44M
- 7. Meta Platforms Inc Class A7.1%$34.52M
- 8. Visa Inc Class A2.39%$11.61M
- 9. Alphabet Inc Class A4.3%$20.91M
- 10. Tesla Inc3.57%$17.34M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg1.71%$8.32M
- 2. Strategy Class A3.45%$16.75M
- 3. Madrigal Pharmaceuticals Inc3.02%$14.68M
- 4. Roku Inc Class A1.85%$9.01M
- 5. AppLovin Corp Ordinary Shares - Class A5.91%$28.74M
- 6. CrowdStrike Holdings Inc Class A2.62%$12.75M
- 7. DraftKings Inc Ordinary Shares - Class A1.35%$6.55M
- 8. Coinbase Global Inc Ordinary Shares - Class A4.1%$19.91M
- 9. Broadcom Inc3.39%$16.5M
- 10. Exelixis Inc2.85%$13.84M
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
Totals
Holdings
Assets
Weight
Prisons
3
$55.05M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$68.08M
14%
Borders high risk
0
$0
0%
Total
4
$68.08M
14%
Holdings — 4 flagged holdings
1.
Alphabet Inc Class A
:$20.91M
4.3%
2.
Amazon.com Inc
:$17.57M
3.61%
3.
Microsoft Corp
:$16.57M
3.41%
4.
Salesforce Inc
:$13.04M
2.68%
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 VALLX
Environment
Social
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