Archer Dividend Growth Fund
Shareclass
Archer Dividend Growth (ARDGX)
Type
Open-end mutual fund
Manager
Gender equality score
58
/ 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
29/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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.
Archer Dividend Growth Fund ARDGX
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. Procter & Gamble Co2.62% of assets$648,921 invested
- 2. BP PLC ADR1.54% of assets$380,004 invested
- 3. JPMorgan Chase & Co3.18% of assets$786,618 invested
- 4. PepsiCo Inc1.91% of assets$474,005 invested
- 5. Exelon Corp2.25% of assets$557,796 invested
- 6. Johnson & Johnson2.18% of assets$540,210 invested
- 7. Bristol-Myers Squibb Co2.39% of assets$590,423 invested
- 8. Verizon Communications Inc2.49% of assets$616,326 invested
- 9. Merck & Co Inc2.63% of assets$652,021 invested
- 10. VICI Properties Inc Ordinary Shares1.65% of assets$407,625 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. Broadcom Inc3.14% of assets$777,984 invested
- 2. Caterpillar Inc2.56% of assets$633,532 invested
- 3. Regions Financial Corp3.48% of assets$861,416 invested
- 4. Iron Mountain Inc3.9% of assets$964,626 invested
- 5. Truist Financial Corp2.22% of assets$549,512 invested
- 6. The Kraft Heinz Co2.07% of assets$511,520 invested
- 7. Southern Co2.47% of assets$610,540 invested
- 8. Crown Castle Inc1.55% of assets$382,500 invested
- 9. Kinder Morgan Inc Class P3.24% of assets$802,868 invested
- 10. Healthpeak Properties Inc1.14% of assets$282,791 invested
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Financial performance
Performance data provided by
Find more financial data on ARDGX at Morningstar.com
Find more financial data on ARDGX 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.
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