Frost Growth Equity Fund
Shareclass
Frost Growth Equity Investor (FACEX)
Type
Open-end mutual fund
Manager
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. Equity Fund
Ranking: 336 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
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.
Frost Growth Equity Fund FACEX
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. Boston Scientific Corp1.53% of assets$3.22M invested
- 2. Mastercard Inc Class A3.09% of assets$6.51M invested
- 3. Uber Technologies Inc1.14% of assets$2.4M invested
- 4. Moodys Corp1.28% of assets$2.69M invested
- 5. Globant SA0.31% of assets$650,521 invested
- 6. Microsoft Corp11% of assets$23.31M invested
- 7. Salesforce Inc0.57% of assets$1.2M invested
- 8. Coca-Cola Co0.89% of assets$1.87M invested
- 9. GE Aerospace1.37% of assets$2.88M invested
- 10. Intuit Inc1.07% of assets$2.25M 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. Snowflake Inc Ordinary Shares - Class A0.4% of assets$837,204 invested
- 2. O'Reilly Automotive Inc1.57% of assets$3.31M invested
- 3. Broadcom Inc2.45% of assets$5.16M invested
- 4. Monster Beverage Corp0.48% of assets$1.01M invested
- 5. Canadian Pacific Kansas City Ltd0.45% of assets$938,567 invested
- 6. Marvell Technology Inc0.47% of assets$979,394 invested
- 7. Datadog Inc Class A0.5% of assets$1.06M invested
- 8. Synopsys Inc0.5% of assets$1.04M invested
- 9. Arthur J. Gallagher & Co0.78% of assets$1.64M invested
- 10. Costco Wholesale Corp1.44% of assets$3.03M invested
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Financial performance
Performance data provided by
Find more financial data on FACEX at Morningstar.com
Find more financial data on FACEX 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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