VELA Large Cap Plus Fund
Shareclass
VELA Large Cap Plus A (VELAX)
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 Large Cap Plus Fund
FUND COVERAGE
# of holdings52
% of assets91%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR1.09%$806,327
- 2. Bank of America Corp2.09%$1.55M
- 3. Citigroup Inc3.02%$2.24M
- 4. Accenture PLC Class A2.04%$1.51M
- 5. Uber Technologies Inc1.6%$1.18M
- 6. PepsiCo Inc1.42%$1.05M
- 7. Johnson & Johnson3.5%$2.59M
- 8. Autodesk Inc1.92%$1.42M
- 9. Northrop Grumman Corp1.21%$892,654
- 10. Microsoft Corp4.57%$3.38M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B2.48%$1.83M
- 2. EPAM Systems Inc1.55%$1.14M
- 3. Align Technology Inc1.34%$992,869
- 4. Applied Industrial Technologies Inc0.3%$220,326
- 5. Tyson Foods Inc Class A1.3%$959,915
- 6. Teradyne Inc0.64%$470,041
- 7. 3M Co1.92%$1.42M
- 8. Lincoln Electric Holdings Inc1.83%$1.35M
- 9. CSX Corp1.49%$1.1M
- 10. KKR & Co Inc Ordinary Shares0.69%$513,562
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 Large Cap Plus Fund
Totals
Holdings
Assets
Weight
Prisons
6
$13.85M
19%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$15.08M
20%
Borders high risk
1
$892,654
1.21%
Total
10
$19.29M
26%
Holdings — 10 flagged holdings
1.
Microsoft Corp
:$3.38M
4.57%
2.
Alphabet Inc Class A
:$3.17M
4.29%
3.
Amazon.com Inc
:$3.08M
4.17%
4.
Thermo Fisher Scientific Inc
:$1.85M
2.5%
5.
Berkshire Hathaway Inc Class B
$1.83M
2.48%
6.
Accenture PLC Class A
:$1.51M
2.04%
7.
3M Co
$1.42M
1.92%
8.
Salesforce Inc
:$1.19M
1.61%
9.
Tyson Foods Inc Class A
$959,915
1.3%
10.
Northrop Grumman Corp
:$892,654
1.21%
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 Large Cap Plus Fund VELAX
Environment
Social
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