Vontobel U.S. Equity Fund
Shareclass
Vontobel U.S. Equity Y (VNUYX)
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 Vontobel U.S. Equity Fund
FUND COVERAGE
# of holdings41
% of assets98%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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. Boston Scientific Corp1.78%$278,734
- 2. Mondelez International Inc Class A1.8%$280,928
- 3. Mastercard Inc Class A3.86%$602,939
- 4. Autodesk Inc1.59%$248,736
- 5. Microsoft Corp6.61%$1.03M
- 6. Zoetis Inc Class A1.68%$262,791
- 7. Ecolab Inc1.96%$305,628
- 8. Coca-Cola Co3.79%$591,707
- 9. Intuit Inc3.2%$500,573
- 10. Workday Inc Class A1.86%$290,561
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc Class B1.16%$180,986
- 2. RB Global Inc3.45%$538,874
- 3. Vulcan Materials Co1.31%$205,490
- 4. Synopsys Inc3.08%$482,042
- 5. Booking Holdings Inc1.35%$210,572
- 6. Casey's General Stores Inc2.77%$433,600
- 7. IQVIA Holdings Inc0.99%$154,231
- 8. Copart Inc1.22%$191,167
- 9. Amphenol Corp Class A2.53%$394,762
- 10. IDEXX Laboratories Inc0.95%$148,222
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 Vontobel U.S. Equity Fund
Totals
Holdings
Assets
Weight
Prisons
4
$3.04M
19%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$3.31M
21%
Borders high risk
0
$0
0%
Total
5
$3.49M
22%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$1.03M
6.61%
2.
Alphabet Inc Class A
:$946,874
6.06%
3.
Amazon.com Inc
:$878,939
5.62%
4.
Thermo Fisher Scientific Inc
:$449,129
2.87%
5.
Berkshire Hathaway Inc Class B
$180,986
1.16%
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.
Vontobel U.S. Equity Fund VNUYX
Environment
Social
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