AUXIER FOCUS FUND - Forum Funds
Shareclass
AUXIER FOCUS FUND Investor Shares (AUXFX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 50 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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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.
AUXIER FOCUS FUND - Forum Funds AUXFX
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. Diageo PLC0.1% of assets$304,964 invested
- 2. Procter & Gamble Co/The0.14% of assets$449,993 invested
- 3. Biogen Inc0.07% of assets$227,907 invested
- 4. BP PLC1.4% of assets$4.43M invested
- 5. Bank of America Corp3.42% of assets$10.82M invested
- 6. Mastercard Inc4.91% of assets$15.52M invested
- 7. Citigroup Inc0.96% of assets$3.03M invested
- 8. Philip Morris International Inc4.54% of assets$14.34M invested
- 9. Telefonica SA0.04% of assets$138,181 invested
- 10. Wells Fargo & Co0.21% of assets$652,400 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. Central Pacific Financial Corp0.6% of assets$1.89M invested
- 2. Old Dominion Freight Line Inc0.01% of assets$47,040 invested
- 3. Ryan Specialty Holdings Inc0.03% of assets$87,771 invested
- 4. Berkshire Hathaway Inc2.53% of assets$8M invested
- 5. Americold Realty Trust Inc<0.01% of assets$12,860 invested
- 6. FirstService Corp0.28% of assets$873,456 invested
- 7. Genuine Parts Co0.15% of assets$464,174 invested
- 8. Ulta Beauty Inc<0.01% of assets$30,250 invested
- 9. Celanese Corp0.19% of assets$601,433 invested
- 10. Monster Beverage Corp1.69% of assets$5.34M invested
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