WAYCROSS FOCUSED CORE EQUITY FUND - Waycross Independent Trust
Shareclass
WAYCROSS FOCUSED CORE EQUITY FUND (WAYFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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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 WAYCROSS FOCUSED CORE EQUITY FUND - Waycross Independent Trust
FUND COVERAGE
# of holdings30
% 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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 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. Mastercard Inc3.1%$4.21M
- 2. Citigroup Inc4.03%$5.47M
- 3. Goldman Sachs Group Inc/The4.75%$6.45M
- 4. Microsoft Corp6.5%$8.83M
- 5. PayPal Holdings Inc1.05%$1.43M
- 6. AbbVie Inc3.14%$4.27M
- 7. Ecolab Inc2.61%$3.54M
- 8. Intuit Inc1.35%$1.83M
- 9. Salesforce Inc2.08%$2.83M
- 10. ServiceNow Inc1.28%$1.73M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Broadcom Inc4.9%$6.65M
- 2. Carlisle Cos Inc1.27%$1.72M
- 3. NXP Semiconductors NV2.18%$2.96M
- 4. Delta Air Lines Inc2.48%$3.37M
- 5. EOG Resources Inc1.42%$1.92M
- 6. Analog Devices Inc3.22%$4.37M
- 7. Southern Co/The1.42%$1.93M
- 8. Apple Inc6.13%$8.32M
- 9. Amazon.com Inc5.01%$6.8M
- 10. Marsh & McLennan Cos Inc2.55%$3.46M
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 WAYCROSS FOCUSED CORE EQUITY FUND - Waycross Independent Trust
Totals
Holdings
Assets
Weight
Prisons
3.0
$26.22M
19%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$32.74M
24%
Borders high risk
0.0
$0
0%
Total
5.0
$32.74M
24%
Holdings — 5 flagged holdings
1.
Alphabet Inc
:$10.59M
7.8%
2.
Microsoft Corp
:$8.83M
6.5%
3.
Amazon.com Inc
:$6.8M
5.01%
4.
Ingersoll Rand Inc
:$3.7M
2.72%
5.
Salesforce Inc
:$2.83M
2.08%
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.
WAYCROSS FOCUSED CORE EQUITY FUND - Waycross Independent Trust WAYFX
Environment
Social
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