Cromwell CenterSquare Real Estate Fund - Total Fund Solution
Shareclass
Cromwell CenterSquare Real Estate Fund Institutional Class (MRASX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
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.
Cromwell CenterSquare Real Estate Fund - Total Fund Solution MRASX
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. Welltower Inc8.97% of assets$7.88M invested
- 2. VICI Properties Inc1.2% of assets$1.05M invested
- 3. Omega Healthcare Investors Inc1.52% of assets$1.33M invested
- 4. Sabra Health Care REIT Inc0.53% of assets$463,935 invested
- 5. American Tower Corp6.8% of assets$5.97M invested
- 6. Ventas Inc4.38% of assets$3.85M invested
- 7. Equinix Inc6.52% of assets$5.72M invested
- 8. Camden Property Trust2.58% of assets$2.26M invested
- 9. Healthcare Realty Trust Inc1.05% of assets$923,775 invested
- 10. Essex Property Trust Inc1.19% of assets$1.05M 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. NETSTREIT Corp0.83% of assets$730,119 invested
- 2. Piedmont Realty Trust Inc0.43% of assets$375,800 invested
- 3. Empire State Realty Trust Inc0.34% of assets$297,768 invested
- 4. Diversified Healthcare Trust0.23% of assets$204,180 invested
- 5. Xenia Hotels & Resorts Inc0.07% of assets$64,139 invested
- 6. Lamar Advertising Co0.3% of assets$259,489 invested
- 7. American Healthcare REIT Inc1.4% of assets$1.23M invested
- 8. Americold Realty Trust Inc0.28% of assets$242,153 invested
- 9. National Health Investors Inc1.09% of assets$953,097 invested
- 10. Sunstone Hotel Investors Inc0.19% of assets$170,128 invested
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