Vulcan Value Partners Fund
Shareclass
Vulcan Value Partners (VVPLX)
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 Vulcan Value Partners Fund
FUND COVERAGE
# of holdings31
% 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
25 / 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. Diageo PLC2.24%$9.17M
- 2. Sodexo4.55%$18.6M
- 3. Pernod Ricard SA1.69%$6.91M
- 4. Mastercard Inc Class A2.66%$10.9M
- 5. Bureau Veritas SA1.43%$5.84M
- 6. Jones Lang LaSalle Inc4.03%$16.49M
- 7. Microsoft Corp6.32%$25.84M
- 8. Lvmh Moet Hennessy Louis Vuitton SE1.15%$4.7M
- 9. Salesforce Inc2.9%$11.86M
- 10. Visa Inc Class A2.69%$11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp Class A2.6%$10.65M
- 2. TPG Inc Ordinary Shares - Class A4.39%$17.95M
- 3. SS&C Technologies Holdings Inc1.75%$7.14M
- 4. Qorvo Inc3.71%$15.19M
- 5. Skyworks Solutions Inc2.52%$10.31M
- 6. TransDigm Group Inc3.22%$13.19M
- 7. Partners Group Holding AG1.8%$7.38M
- 8. Crown Holdings Inc1.38%$5.64M
- 9. IQVIA Holdings Inc4.14%$16.91M
- 10. NICE Ltd ADR5.01%$20.5M
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 Vulcan Value Partners Fund
Totals
Holdings
Assets
Weight
Prisons
6
$118M
29%
Prisons high risk
2
$39.1M
9.56%
Private prisons
1
$18.6M
4.55%
Borders
4
$72.25M
18%
Borders high risk
0
$0
0%
Total
7
$129.86M
32%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$25.84M
6.32%
2.
NICE Ltd ADR
$20.5M
5.01%
3.
Amazon.com Inc
:$19.96M
4.88%
4.
Sodexo
$18.6M
4.55%
5.
Elevance Health Inc
$18.51M
4.53%
6.
Alphabet Inc Class C
:$14.59M
3.57%
7.
Salesforce Inc
:$11.86M
2.9%
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.
Vulcan Value Partners Fund VVPLX
Environment
Social
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