1919 Socially Responsive Balanced Fund
Shareclass
1919 Socially Responsive Balanced A (SSIAX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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.
1919 Socially Responsive Balanced Fund SSIAX
Environment
Social
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This fund is a member of a sustainable and responsible investing group, and has a posted policy on their consideration of diversity and equal employment opportunity policies and practices relating to employees, company ownership or contractors.
Combination of Positive and Restricted/Exclusionary Strategies. More
US-SIF member fund managers: want to update your statement? Contact us
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. AstraZeneca PLC ADR1.04% of assets$8.21M invested
- 2. Bank of America Corp1.42% of assets$11.22M invested
- 3. Boston Scientific Corp1.9% of assets$15.09M invested
- 4. Intuit Inc1.13% of assets$8.96M invested
- 5. Microsoft Corp4.86% of assets$38.5M invested
- 6. PepsiCo Inc0.92% of assets$7.27M invested
- 7. Zoetis Inc Class A0.71% of assets$5.59M invested
- 8. American Water Works Co Inc1.12% of assets$8.87M invested
- 9. Salesforce Inc1.75% of assets$13.84M invested
- 10. Workday Inc Class A0.77% of assets$6.13M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Old Dominion Freight Line Inc Ordinary Shares0.94% of assets$7.47M invested
- 2. Steel Dynamics Inc0.7% of assets$5.52M invested
- 3. Advanced Drainage Systems Inc1.38% of assets$10.9M invested
- 4. Cintas Corp1.72% of assets$13.66M invested
- 5. Darling Ingredients Inc0.36% of assets$2.85M invested
- 6. Costco Wholesale Corp1.56% of assets$12.39M invested
- 7. Charles Schwab Corp1.13% of assets$8.93M invested
- 8. Broadcom Inc2.18% of assets$17.32M invested
- 9. Linde PLC1.07% of assets$8.51M invested
- 10. SolarEdge Technologies Inc0.22% of assets$1.72M invested
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Financial performance
Performance data provided by
Find more financial data on SSIAX at Morningstar.com
Find more financial data on SSIAX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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