Coho Relative Value ESG Fund
Shareclass
Coho Relative Value ESG (CESGX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 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: 686 out of 1,447 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
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.
Coho Relative Value ESG Fund CESGX
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. Johnson & Johnson3.92% of assets$1.37M invested
- 2. Colgate-Palmolive Co3.16% of assets$1.1M invested
- 3. Bristol-Myers Squibb Co2.77% of assets$962,987 invested
- 4. Mondelez International Inc Class A4.3% of assets$1.5M invested
- 5. Service Corp International4.06% of assets$1.41M invested
- 6. Amgen Inc3.59% of assets$1.25M invested
- 7. Coca-Cola Co2.83% of assets$983,923 invested
- 8. Kenvue Inc3.19% of assets$1.11M invested
- 9. UnitedHealth Group Inc4.14% of assets$1.44M invested
- 10. Thermo Fisher Scientific Inc3.46% of assets$1.21M 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. Microchip Technology Inc2.98% of assets$1.04M invested
- 2. Ross Stores Inc4.83% of assets$1.68M invested
- 3. AutoZone Inc4.44% of assets$1.55M invested
- 4. Steris PLC2.07% of assets$720,741 invested
- 5. Medtronic PLC3.74% of assets$1.3M invested
- 6. Global Payments Inc2.28% of assets$793,777 invested
- 7. The Walt Disney Co3.35% of assets$1.17M invested
- 8. Marsh & McLennan Companies Inc4.19% of assets$1.46M invested
- 9. U.S. Bancorp3.69% of assets$1.29M invested
- 10. Sysco Corp4.36% of assets$1.52M invested
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Financial performance
Performance data provided by
Find more financial data on CESGX at Morningstar.com
Find more financial data on CESGX 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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