YORKTOWN GROWTH FUND - American Funds/Capital Group
Shareclass
YORKTOWN GROWTH FUND Institutional Class (APGRX)
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 YORKTOWN GROWTH FUND - American Funds/Capital Group
FUND COVERAGE
# of holdings134
% of assets83%
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
20 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Cie Financiere Richemont SA0.51%$500,647
- 2. Ralph Lauren Corp0.25%$247,387
- 3. SSE PLC0.49%$481,824
- 4. Prysmian SpA1.75%$1.72M
- 5. Prysmian SpA0.91%$890,250
- 6. Deutsche Boerse AG0.8%$782,750
- 7. Neurocrine Biosciences Inc0.31%$306,135
- 8. HubSpot Inc0.13%$128,800
- 9. Doximity Inc0.28%$269,784
- 10. Raymond James Financial Inc1.09%$1.07M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. FTAI Aviation Ltd1.61%$1.58M
- 2. RadNet Inc0.38%$375,035
- 3. RBC Bearings Inc0.51%$499,670
- 4. HEICO Corp0.43%$423,564
- 5. Mueller Industries Inc1.08%$1.06M
- 6. Futu Holdings Ltd0.58%$568,995
- 7. IES Holdings Inc2.1%$2.05M
- 8. Houlihan Lokey Inc0.66%$648,032
- 9. Clearwater Analytics Holdings Inc0.41%$402,303
- 10. DigitalOcean Holdings Inc0.28%$270,725
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 YORKTOWN GROWTH FUND - American Funds/Capital Group
Totals
Holdings
Assets
Weight
Prisons
1.0
$906,713
0.93%
Prisons high risk
1.0
$906,713
0.93%
Private prisons
0.0
$0
0%
Borders
3.0
$2.3M
2.35%
Borders high risk
2.0
$1.46M
1.5%
Total
3.0
$2.3M
2.35%
Holdings — 3 flagged holdings
1.
Axon Enterprise Inc
:$906,712
0.93%
2.
Ingersoll Rand Inc
:$835,073
0.85%
3.
Teledyne Technologies Inc
:$558,270
0.57%
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.
YORKTOWN GROWTH FUND - American Funds/Capital Group APGRX
Environment
Social
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