Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
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.
Cullen Value Fund CVLFX
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. Unilever PLC ADR3.03% of assets$702,683 invested
- 2. Citigroup Inc3.86% of assets$895,079 invested
- 3. Bank of America Corp2.91% of assets$675,951 invested
- 4. JPMorgan Chase & Co4.5% of assets$1.05M invested
- 5. Mercedes-Benz Group AG ADR1.62% of assets$375,904 invested
- 6. Johnson & Johnson2.48% of assets$576,745 invested
- 7. Bristol-Myers Squibb Co1.7% of assets$393,658 invested
- 8. Mondelez International Inc Class A2.19% of assets$507,406 invested
- 9. Verizon Communications Inc2.02% of assets$467,883 invested
- 10. Merck & Co Inc2.44% of assets$566,738 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. Kenvue Inc1.53% of assets$356,267 invested
- 2. Applied Materials Inc2.91% of assets$676,053 invested
- 3. Packaging Corp of America2.72% of assets$630,364 invested
- 4. BorgWarner Inc1.24% of assets$287,541 invested
- 5. Medtronic PLC2.41% of assets$559,559 invested
- 6. General Dynamics Corp2.64% of assets$612,614 invested
- 7. Axalta Coating Systems Ltd2.12% of assets$492,768 invested
- 8. Sensata Technologies Holding PLC0.72% of assets$167,140 invested
- 9. The Walt Disney Co2.29% of assets$531,474 invested
- 10. Truist Financial Corp1.23% of assets$285,744 invested
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Financial performance
Performance data provided by
Find more financial data on CVLFX at Morningstar.com
Find more financial data on CVLFX 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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Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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