Essex Environmental Opportunities Fund
Shareclass
Pear Tree Essex Environmental Opps R6 (GEORX)
Type
Open-end mutual fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 1,030 out of 1,100 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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.
Essex Environmental Opportunities Fund GEORX
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. First Solar Inc3.56% of assets$1.28M invested
- 2. Deere & Co2.11% of assets$758,939 invested
- 3. GE Vernova Inc4.79% of assets$1.72M invested
- 4. Rivian Automotive Inc Class A1.34% of assets$480,109 invested
- 5. IDEX Corp3.27% of assets$1.17M invested
- 6. HA Sustainable Infrastructure Capital Inc3.13% of assets$1.12M invested
- 7. Veralto Corp2.86% of assets$1.02M invested
- 8. Badger Meter Inc5.74% of assets$2.06M invested
- 9. KION GROUP AG3.18% of assets$1.14M invested
- 10. Trimble Inc3.58% of assets$1.29M 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. Keyence Corp3.74% of assets$1.34M invested
- 2. Advanced Drainage Systems Inc3.3% of assets$1.19M invested
- 3. Valmont Industries Inc4.96% of assets$1.78M invested
- 4. Chart Industries Inc2.73% of assets$979,050 invested
- 5. Cognex Corp1.09% of assets$391,728 invested
- 6. Toray Industries Inc3.82% of assets$1.37M invested
- 7. Kingspan Group PLC4.08% of assets$1.46M invested
- 8. YASKAWA Electric Corp2.13% of assets$764,184 invested
- 9. MP Materials Corp Ordinary Shares - Class A3.88% of assets$1.39M invested
- 10. NextEra Energy Inc7.01% of assets$2.52M invested
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Financial performance
Performance data provided by
Find more financial data on GEORX at Morningstar.com
Find more financial data on GEORX at Morningstar.comGender Equality and Returns
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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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