VELA Income Opportunities Fund
Shareclass
VELA Income Opportunities I (VIOIX)
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 VELA Income Opportunities Fund
FUND COVERAGE
# of holdings45
% of assets51%
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
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR0.76%$266,755
- 2. Mondelez International Inc Class A0.83%$290,048
- 3. JPMorgan Chase & Co1.06%$372,207
- 4. Accenture PLC Class A1.46%$511,202
- 5. PepsiCo Inc1.89%$663,719
- 6. Johnson & Johnson1.85%$648,970
- 7. Zoetis Inc Class A0.89%$311,369
- 8. Huntington Bancshares Inc FXDFR PRF PERPETUAL USD 25 - Ser J0.68%$238,168
- 9. Starbucks Corp1.13%$396,351
- 10. Salesforce Inc0.97%$341,754
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Federal Agricultural Mortgage Corp Class C1.43%$501,084
- 2. Stifel Financial Corp Ser B0.19%$65,994
- 3. Genuine Parts Co1.54%$541,510
- 4. Garmin Ltd1.06%$371,792
- 5. Bank OZK PRF PERPETUAL USD - Ser A0.43%$151,728
- 6. Simon Property Group Inc1.06%$373,088
- 7. CSX Corp2.18%$765,347
- 8. KKR & Co Inc Ordinary Shares0.71%$249,374
- 9. Greenbrier Companies Inc2.09%$734,749
- 10. Installed Building Products Inc0.9%$317,698
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 VELA Income Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
1
$422,751
1.2%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$1.63M
4.64%
Borders high risk
0
$0
0%
Total
4
$1.63M
4.64%
Holdings — 4 flagged holdings
1.
Accenture PLC Class A
:$511,202
1.46%
2.
Alphabet Inc Class A
:$422,751
1.2%
3.
Thermo Fisher Scientific Inc
:$354,065
1.01%
4.
Salesforce Inc
:$341,754
0.97%
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.
VELA Income Opportunities Fund VIOIX
Environment
Social
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