Aristotle/Saul Global Equity Fund
Shareclass
Aristotle/Saul Global Eq I (ARIOX)
Type
Open-end mutual fund
Manager
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 901 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
17/20
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.
Aristotle/Saul Global Equity Fund ARIOX
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. GSK PLC1.73% of assets$533,177 invested
- 2. Procter & Gamble Co1.88% of assets$579,428 invested
- 3. PayPal Holdings Inc0.85% of assets$261,000 invested
- 4. Microsoft Corp4.5% of assets$1.39M invested
- 5. TotalEnergies SE2.71% of assets$837,631 invested
- 6. DSM Firmenich AG1.35% of assets$415,793 invested
- 7. Amgen Inc2.72% of assets$841,185 invested
- 8. Coca-Cola Co2.04% of assets$630,256 invested
- 9. Munchener Ruckversicherungs-Gesellschaft AG3.89% of assets$1.2M invested
- 10. Lvmh Moet Hennessy Louis Vuitton SE1.5% of assets$464,460 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. Lennar Corp Class A3.61% of assets$1.11M invested
- 2. Brookfield Corp Registered Shs -A- Limited Vtg2.37% of assets$732,664 invested
- 3. Microchip Technology Inc1.6% of assets$493,782 invested
- 4. Rational AG1.62% of assets$499,895 invested
- 5. Martin Marietta Materials Inc3.1% of assets$956,260 invested
- 6. Fanuc Corp1.39% of assets$430,483 invested
- 7. RPM International Inc2.17% of assets$670,944 invested
- 8. MonotaRO Co Ltd3.36% of assets$1.04M invested
- 9. Pan Pacific International Holdings Corp1.65% of assets$508,165 invested
- 10. FirstCash Holdings Inc2.45% of assets$758,016 invested
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Financial performance
Performance data provided by
Find more financial data on ARIOX at Morningstar.com
Find more financial data on ARIOX 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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