Virtus Zevenbergen Technology Fund
Shareclass
Virtus Zevenbergen Technology C (RCGTX)
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 Virtus Zevenbergen Technology Fund
FUND COVERAGE
# of holdings46
% 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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Uber Technologies Inc0.69%$10.58M
- 2. Microsoft Corp9.03%$138.73M
- 3. HubSpot Inc0.18%$2.78M
- 4. Intuit Inc1.01%$15.52M
- 5. Salesforce Inc0.31%$4.74M
- 6. Pinterest Inc Class A0.32%$4.86M
- 7. ServiceNow Inc3.06%$46.98M
- 8. Meta Platforms Inc Class A9.58%$147.11M
- 9. Visa Inc Class A0.02%$355,050
- 10. Adobe Inc0.63%$9.63M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg4.04%$62.06M
- 2. Vertiv Holdings Co Class A0.75%$11.56M
- 3. CrowdStrike Holdings Inc Class A2.1%$32.24M
- 4. The Trade Desk Inc Class A1.61%$24.65M
- 5. Broadcom Inc5.54%$85.09M
- 6. Cadence Design Systems Inc0.8%$12.33M
- 7. Sportradar Group AG Class A0.42%$6.42M
- 8. MercadoLibre Inc2.55%$39.14M
- 9. Applied Materials Inc0.83%$12.81M
- 10. Micron Technology Inc2.34%$36M
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 Zevenbergen Technology Fund
Totals
Holdings
Assets
Weight
Prisons
4
$362.44M
24%
Prisons high risk
1
$54.06M
3.52%
Private prisons
0
$0
0%
Borders
5
$367.18M
24%
Borders high risk
1
$54.06M
3.52%
Total
5
$367.18M
24%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$138.73M
9.03%
2.
Alphabet Inc Class C
:$111.42M
7.26%
3.
Amazon.com Inc
:$58.23M
3.79%
4.
Axon Enterprise Inc
:$54.06M
3.52%
5.
Salesforce Inc
:$4.74M
0.31%
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 Zevenbergen Technology Fund RCGTX
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