Zevenbergen Genea Fund
Shareclass
Zevenbergen Genea Institutional (ZVGIX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Zevenbergen Genea Fund
FUND COVERAGE
# of holdings24
% of assets95%
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
21 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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. Uber Technologies Inc4.27%$3.36M
- 2. Zillow Group Inc Class C3.03%$2.38M
- 3. Pinterest Inc Class A2.07%$1.62M
- 4. Toast Inc Class A3.07%$2.41M
- 5. Tesla Inc9.57%$7.52M
- 6. Axon Enterprise Inc7.22%$5.67M
- 7. NVIDIA Corp9.84%$7.72M
- 8. Netflix Inc3.97%$3.12M
- 9. Amazon.com Inc4.56%$3.58M
- 10. Samsara Inc Ordinary Shares - Class A1.66%$1.3M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg8.12%$6.38M
- 2. Rocket Lab Corp1.93%$1.51M
- 3. AppLovin Corp Ordinary Shares - Class A0.82%$646,686
- 4. CrowdStrike Holdings Inc Class A2.84%$2.23M
- 5. Snowflake Inc Ordinary Shares3.96%$3.11M
- 6. The Trade Desk Inc Class A3.12%$2.45M
- 7. DraftKings Inc Ordinary Shares - Class A2.15%$1.68M
- 8. Credo Technology Group Holding Ltd3.58%$2.81M
- 9. MercadoLibre Inc6.99%$5.49M
- 10. Bloom Energy Corp Class A2.16%$1.7M
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 Zevenbergen Genea Fund
Totals
Holdings
Assets
Weight
Prisons
2
$9.25M
12%
Prisons high risk
1
$5.67M
7.22%
Private prisons
0
$0
0%
Borders
2
$9.25M
12%
Borders high risk
1
$5.67M
7.22%
Total
2
$9.25M
12%
Holdings — 2 flagged holdings
1.
Axon Enterprise Inc
:$5.67M
7.22%
2.
Amazon.com Inc
:$3.58M
4.56%
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.
Zevenbergen Genea Fund ZVGIX
Environment
Social
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