Value Line Select Growth Fund

Shareclass
Value Line Select Growth Institutional (VILSX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Value Line Select Growth Fund

FUND COVERAGE
# of holdings25
% of assets96%
Score
52 / 100
Rank

18.8 percentile

Group: U.S. Large Cap Equity

Rank: #1,188 out of 1,462

Grade
F

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

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mastercard Inc Class A
         % of fund invested: 3.09%
         $USD invested: $12.57M
  • 2. S&P Global Inc
         % of fund invested: 4.14%
         $USD invested: $16.83M
  • 3. Trane Technologies PLC Class A
         % of fund invested: 4.98%
         $USD invested: $20.25M
  • 4. Zoetis Inc Class A
         % of fund invested: 1.91%
         $USD invested: $7.75M
  • 5. Ecolab Inc
         % of fund invested: 1.49%
         $USD invested: $6.05M
  • 6. Intuit Inc
         % of fund invested: 4.47%
         $USD invested: $18.17M
  • 7. ServiceNow Inc
         % of fund invested: 5.35%
         $USD invested: $21.75M
  • 8. Motorola Solutions Inc
         % of fund invested: 5.4%
         $USD invested: $21.95M
  • 9. Stryker Corp
         % of fund invested: 4.77%
         $USD invested: $19.39M
  • 10. Republic Services Inc
         % of fund invested: 4.62%
         $USD invested: $18.77M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Cintas Corp
         % of fund invested: 6.26%
         $USD invested: $25.45M
  • 2. Cadence Design Systems Inc
         % of fund invested: 5.79%
         $USD invested: $23.53M
  • 3. Waste Connections Inc
         % of fund invested: 2.17%
         $USD invested: $8.83M
  • 4. TransDigm Group Inc
         % of fund invested: 6.34%
         $USD invested: $25.78M
  • 5. Synopsys Inc
         % of fund invested: 2.77%
         $USD invested: $11.25M
  • 6. Costco Wholesale Corp
         % of fund invested: 5.94%
         $USD invested: $24.16M
  • 7. Arthur J. Gallagher & Co
         % of fund invested: 1.94%
         $USD invested: $7.87M
  • 8. Roper Technologies Inc
         % of fund invested: 3.44%
         $USD invested: $14M
  • 9. MSCI Inc
         % of fund invested: 0.78%
         $USD invested: $3.18M
  • 10. IDEXX Laboratories Inc
         % of fund invested: 3.68%
         $USD invested: $14.95M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Value Line Select Growth Fund

Totals

Holdings
Assets
Weight
Prisons
2
$46.11M
11%
     Prisons high risk
1
$21.95M
5.4%
     Private prisons
0
$0
0%
Borders
2
$36.21M
8.91%
     Borders high risk
1
$21.95M
5.4%
Total
3
$60.37M
15%
Full fund results

Holdings — 3 flagged holdings

1.
Costco Wholesale Corp
Prisons
$24.16M
5.94%
Prisons
$24.16M
5.94%
2.
Motorola Solutions Inc
Prisons
Borders
$21.95M
5.4%
Prisons
Borders :
$21.95M
5.4%
3.
Thermo Fisher Scientific Inc
Borders
$14.26M
3.51%
Borders :
$14.26M
3.51%
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