Value Line Mid Cap Focused Fund
Shareclass
Value Line Mid Cap Focused (VLIFX)
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 Mid Cap Focused Fund
FUND COVERAGE
# of holdings36
% of assets99%
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
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Motorola Solutions Inc1.62%$30.64M
- 2. Republic Services Inc1.4%$26.62M
- 3. AptarGroup Inc1.72%$32.65M
- 4. Tyler Technologies Inc5.42%$102.72M
- 5. Watsco Inc Ordinary Shares1.08%$20.42M
- 6. Gartner Inc2.69%$50.94M
- 7. Broadridge Financial Solutions Inc0.38%$7.15M
- 8. CGI Inc Class A1.18%$22.3M
- 9. Icon PLC1.62%$30.8M
- 10. IDEXX Laboratories Inc2.56%$48.56M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp6.87%$130.19M
- 2. Chemed Corp1.26%$23.95M
- 3. Brown & Brown Inc2.2%$41.73M
- 4. Exponent Inc0.4%$7.62M
- 5. Rollins Inc1.01%$19.07M
- 6. Comfort Systems USA Inc3.2%$60.57M
- 7. Cintas Corp2.37%$44.91M
- 8. Churchill Downs Inc0.86%$16.3M
- 9. American Financial Group Inc3.29%$62.45M
- 10. Fair Isaac Corp2.91%$55.22M
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 Mid Cap Focused Fund
Totals
Holdings
Assets
Weight
Prisons
1
$30.64M
1.62%
Prisons high risk
1
$30.64M
1.62%
Private prisons
0
$0
0%
Borders
3
$145.97M
7.7%
Borders high risk
2
$93.05M
4.91%
Total
3
$145.97M
7.7%
Holdings — 3 flagged holdings
1.
Teledyne Technologies Inc
:$62.41M
3.29%
2.
CACI International Inc Class A
:$52.92M
2.79%
3.
Motorola Solutions Inc
:$30.64M
1.62%
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 Mid Cap Focused Fund VLIFX
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