ALPS Global Opportunity Fund - FINANCIAL INVESTORS TRUST
Shareclass
ALPS Global Opportunity Fund Class I (LPEIX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
42
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 1,011 out of 1,040 funds
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Groups
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
13/20
Commitment, transparency, and accountability
0/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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.
ALPS Global Opportunity Fund - FINANCIAL INVESTORS TRUST LPEIX
Environment
Social
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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. Mastercard Inc1.18% of assets$584,587 invested
- 2. Wesfarmers Ltd1.98% of assets$980,094 invested
- 3. Microsoft Corp1.59% of assets$787,430 invested
- 4. ICG PLC2.06% of assets$1.02M invested
- 5. Intuit Inc1.04% of assets$516,382 invested
- 6. Meta Platforms Inc1.78% of assets$881,295 invested
- 7. EQT AB2.65% of assets$1.31M invested
- 8. Adobe Inc1.07% of assets$530,782 invested
- 9. Sofina SA1.3% of assets$645,478 invested
- 10. Investor AB2.17% of assets$1.08M 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. Brederode Sa3.68% of assets$1.82M invested
- 2. FTAI Aviation Ltd2.74% of assets$1.35M invested
- 3. Constellation Software Inc/Canada1.03% of assets$509,365 invested
- 4. Houlihan Lokey Inc2.62% of assets$1.3M invested
- 5. IES Holdings Inc1.21% of assets$597,055 invested
- 6. CSW Industrials Inc0.73% of assets$363,123 invested
- 7. Blackstone Inc3.52% of assets$1.74M invested
- 8. Blue Owl Capital Inc1.61% of assets$797,940 invested
- 9. Berkshire Hathaway Inc3.44% of assets$1.71M invested
- 10. TPG Inc3.12% of assets$1.54M invested
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