AVE MARIA GROWTH FOCUSED FUND - Schwartz Investment Trust
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AVE MARIA GROWTH FOCUSED FUND (AVEAX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
33
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 1,039 out of 1,040 funds
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Groups
Gender balance in leadership and workforce
14/40
Equal compensation and work life balance
1/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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.
AVE MARIA GROWTH FOCUSED FUND - Schwartz Investment Trust AVEAX
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. GFL Environmental Inc5.35% of assets$3.81M invested
- 2. Texas Pacific Land Corp3.44% of assets$2.45M invested
- 3. Apollo Global Management Inc6.38% of assets$4.55M invested
- 4. Brookfield Asset Management Ltd5.38% of assets$3.84M invested
- 5. Secure Waste Infrastructure Corp5.65% of assets$4.03M invested
- 6. DigitalBridge Group Inc5.34% of assets$3.81M invested
- 7. API Group Corp22% of assets$15.39M invested
- 8. Chemed Corp2.19% of assets$1.56M invested
- 9. Brookfield Corp5.62% of assets$4.01M invested
- 10. Brookfield Wealth Solutions Ltd5.63% of assets$4.02M 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. eDreams ODIGEO SA6.54% of assets$4.66M invested
- 2. Brookfield Wealth Solutions Ltd5.63% of assets$4.02M invested
- 3. Brookfield Corp5.62% of assets$4.01M invested
- 4. Chemed Corp2.19% of assets$1.56M invested
- 5. API Group Corp22% of assets$15.39M invested
- 6. DigitalBridge Group Inc5.34% of assets$3.81M invested
- 7. Secure Waste Infrastructure Corp5.65% of assets$4.03M invested
- 8. Brookfield Asset Management Ltd5.38% of assets$3.84M invested
- 9. Apollo Global Management Inc6.38% of assets$4.55M invested
- 10. Texas Pacific Land Corp3.44% of assets$2.45M invested
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