FPA Queens Road Value Fund - Investment Managers Series Trust III
Shareclass
FPA Queens Road Value Fund (QRVLX)
Type
Open-end mutual fund
Filing
Gender equality score
56
/ 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: 274 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
28/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
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.
FPA Queens Road Value Fund - Investment Managers Series Trust III QRVLX
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. Mondelez International Inc1.03% of assets$554,220 invested
- 2. JPMorgan Chase & Co5.03% of assets$2.7M invested
- 3. Hershey Co/The4.4% of assets$2.36M invested
- 4. Prudential Financial Inc1.83% of assets$983,800 invested
- 5. Merck & Co Inc3.19% of assets$1.71M invested
- 6. McDonald's Corp2.68% of assets$1.44M invested
- 7. Trane Technologies PLC7.92% of assets$4.25M invested
- 8. American Express Co6.33% of assets$3.4M invested
- 9. Centene Corp2.51% of assets$1.35M invested
- 10. Bank of New York Mellon Corp/The3.22% of assets$1.73M 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. Berkshire Hathaway Inc4.23% of assets$2.27M invested
- 2. Solventum Corp0.12% of assets$66,780 invested
- 3. 3M Co1.11% of assets$595,152 invested
- 4. Allegion plc1.02% of assets$547,910 invested
- 5. Ameriprise Financial Inc5.25% of assets$2.82M invested
- 6. General Dynamics Corp5.32% of assets$2.86M invested
- 7. Intel Corp2.21% of assets$1.19M invested
- 8. Walt Disney Co/The1.02% of assets$546,212 invested
- 9. Danaher Corp2.47% of assets$1.33M invested
- 10. Oracle Corp4.98% of assets$2.67M invested
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