Virtus KAR Capital Growth Fund
Shareclass
Virtus KAR Capital Growth A (PSTAX)
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 Virtus KAR Capital Growth Fund
FUND COVERAGE
# of holdings36
% of assets96%
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
25 / 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. Marriott International Inc Class A2.65%$18.62M
- 2. Uber Technologies Inc3.27%$22.99M
- 3. Accenture PLC Class A1.44%$10.13M
- 4. S&P Global Inc2.31%$16.21M
- 5. Zoetis Inc Class A2.03%$14.25M
- 6. Ecolab Inc1.83%$12.87M
- 7. Workday Inc Class A2.07%$14.53M
- 8. ServiceNow Inc2.93%$20.54M
- 9. Equifax Inc1.38%$9.66M
- 10. Meta Platforms Inc Class A6.45%$45.3M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg2.59%$18.19M
- 2. O'Reilly Automotive Inc2.89%$20.26M
- 3. Snowflake Inc Ordinary Shares3.04%$21.33M
- 4. The Trade Desk Inc Class A2%$14.04M
- 5. Fair Isaac Corp3.95%$27.77M
- 6. Cadence Design Systems Inc2.22%$15.58M
- 7. MercadoLibre Inc2.37%$16.65M
- 8. Ross Stores Inc1.37%$9.62M
- 9. Paycom Software Inc0.97%$6.8M
- 10. Roper Technologies Inc1.9%$13.37M
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 Virtus KAR Capital Growth Fund
Totals
Holdings
Assets
Weight
Prisons
1
$41.56M
5.92%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$61.35M
8.74%
Borders high risk
0
$0
0%
Total
3
$61.35M
8.74%
Holdings — 3 flagged holdings
1.
Amazon.com Inc
:$41.56M
5.92%
2.
Accenture PLC Class A
:$10.13M
1.44%
3.
Equifax Inc
:$9.66M
1.38%
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.
Virtus KAR Capital Growth Fund PSTAX
Environment
Social
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