X-Square Balanced Fund
Shareclass
X-Square Balanced Fund Class A (SQBFX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund X-Square Balanced Fund
FUND COVERAGE
# of holdings64
% of assets62%
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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Rio Tinto PLC0.71%$582,458
- 2. Mastercard Inc1.02%$843,189
- 3. Philip Morris International Inc1.29%$1.07M
- 4. JPMorgan Chase & Co1.64%$1.35M
- 5. Expedia Group Inc1.16%$959,570
- 6. PepsiCo Inc0.88%$729,799
- 7. Johnson & Johnson1.04%$858,014
- 8. Zillow Group Inc0.22%$183,375
- 9. Altria Group Inc0.89%$732,512
- 10. PayPal Holdings Inc0.55%$454,838
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc1.29%$1.07M
- 2. QXO Inc0.41%$340,950
- 3. Lennar Corp0.75%$619,884
- 4. AppLovin Corp1.75%$1.45M
- 5. Berkshire Hathaway Inc1.32%$1.09M
- 6. New Fortress Energy Inc0.06%$50,951
- 7. RH0.51%$422,256
- 8. Bausch Health Cos Inc0.09%$77,582
- 9. RXO Inc0.24%$202,126
- 10. Coinbase Global Inc0.16%$129,804
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 X-Square Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
4.0
$5.55M
6.73%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$4.8M
5.82%
Borders high risk
3.0
$2.15M
2.6%
Total
7.0
$7.7M
9.33%
Holdings — 7 flagged holdings
1.
Walmart Inc
$1.81M
2.19%
2.
Alphabet Inc
:$1.77M
2.14%
3.
Berkshire Hathaway Inc
$1.09M
1.32%
4.
General Dynamics Corp
:$1.09M
1.32%
5.
Amazon.com Inc
:$884,502
1.07%
6.
Lockheed Martin Corp
:$785,963
0.95%
7.
Booz Allen Hamilton Holding Corp
:$272,229
0.33%
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.
X-Square Balanced Fund SQBFX
Environment
Social
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