Wellington Shields All-Cap Fund
Shareclass
Wellington Shields All-Cap Instl (WSACX)
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 Wellington Shields All-Cap Fund
FUND COVERAGE
# of holdings36
% of assets87%
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
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. JPMorgan Chase & Co3.82%$2.24M
- 2. Accenture PLC Class A1.48%$871,255
- 3. Microsoft Corp4.31%$2.53M
- 4. BlackRock Inc3.17%$1.86M
- 5. PayPal Holdings Inc0.9%$527,100
- 6. Walmart Inc3.73%$2.19M
- 7. Salesforce Inc1.42%$835,916
- 8. Exxon Mobil Corp0.5%$291,760
- 9. Meta Platforms Inc Class A3.86%$2.27M
- 10. International Business Machines Corp3.09%$1.81M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Palantir Technologies Inc Ordinary Shares - Class A2.02%$1.19M
- 2. Blackstone Inc1.89%$1.11M
- 3. Berkshire Hathaway Inc Class B2.57%$1.51M
- 4. Curtiss-Wright Corp2.25%$1.32M
- 5. NextEra Energy Inc1.32%$777,040
- 6. Quanta Services Inc3.26%$1.92M
- 7. Applied Materials Inc1.17%$685,781
- 8. Cheniere Energy Inc2.62%$1.54M
- 9. Apollo Asset Management, Inc.2.67%$1.57M
- 10. Range Resources Corp0.78%$456,480
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 Wellington Shields All-Cap Fund
Totals
Holdings
Assets
Weight
Prisons
5
$10.55M
18%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$10.26M
17%
Borders high risk
1
$1.19M
2.02%
Total
9
$13.97M
24%
Holdings — 9 flagged holdings
1.
Microsoft Corp
:$2.53M
4.31%
2.
Amazon.com Inc
:$2.26M
3.84%
3.
Walmart Inc
$2.19M
3.73%
4.
Alphabet Inc Class A
:$2.06M
3.51%
5.
Berkshire Hathaway Inc Class B
$1.51M
2.57%
6.
Palantir Technologies Inc Ordinary Shares - Class A
:$1.19M
2.02%
7.
Accenture PLC Class A
:$871,255
1.48%
8.
Salesforce Inc
:$835,916
1.42%
9.
Thermo Fisher Scientific Inc
:$523,666
0.89%
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.
Wellington Shields All-Cap Fund WSACX
Environment
Social
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