Westwood Quality AllCap Fund
Shareclass
Westwood Quality AllCap Ultra (WQAUX)
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 Westwood Quality AllCap Fund
FUND COVERAGE
# of holdings50
% of assets96%
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
7 / 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. Bank of America Corp2.1%$463,433
- 2. Philip Morris International Inc2.39%$525,366
- 3. JPMorgan Chase & Co3.42%$752,301
- 4. Wells Fargo & Co2.61%$573,580
- 5. Accenture PLC Class A1.01%$223,420
- 6. Johnson & Johnson3.31%$729,628
- 7. Microsoft Corp2.1%$461,493
- 8. Salesforce Inc1.01%$221,832
- 9. American Tower Corp1.95%$428,297
- 10. Ventas Inc2.03%$447,236
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Verra Mobility Corp Class A1.1%$242,011
- 2. Brown & Brown Inc0.96%$210,371
- 3. Evercore Inc Class A1.48%$325,851
- 4. Glacier Bancorp Inc1.66%$364,490
- 5. Advanced Drainage Systems Inc2.01%$442,453
- 6. Mercury General Corp2.15%$473,072
- 7. O'Reilly Automotive Inc2.1%$462,505
- 8. SouthState Bank Corp2.09%$459,350
- 9. Warner Music Group Corp Ordinary Shares - Class A1.59%$350,716
- 10. CSX Corp2.5%$550,725
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 Westwood Quality AllCap Fund
Totals
Holdings
Assets
Weight
Prisons
3
$1.64M
7.46%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$2.99M
14%
Borders high risk
1
$461,032
2.09%
Total
7
$2.99M
14%
Holdings — 7 flagged holdings
1.
Alphabet Inc Class A
:$633,032
2.88%
2.
Amazon.com Inc
:$547,827
2.49%
3.
Microsoft Corp
:$461,493
2.1%
4.
General Dynamics Corp
:$461,032
2.09%
5.
CACI International Inc Class A
:$440,922
2%
6.
Accenture PLC Class A
:$223,420
1.01%
7.
Salesforce Inc
:$221,832
1.01%
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.
Westwood Quality AllCap Fund WQAUX
Environment
Social
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