Frost Growth Equity Fund
Shareclass
Frost Growth Equity Inst (FICEX)
Type
Open-end mutual fund
Manager
Gender equality score
55
/ 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: 547 out of 1,462 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
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.
Frost Growth Equity Fund FICEX
Environment
Social
Search more funds
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 Corp1.08% of assets$2.73M invested
- 2. Mastercard Inc Class A2.42% of assets$6.1M invested
- 3. Uber Technologies Inc0.81% of assets$2.03M invested
- 4. Microsoft Corp11% of assets$28.62M invested
- 5. AbbVie Inc0.87% of assets$2.19M invested
- 6. Trane Technologies PLC Class A0.62% of assets$1.56M invested
- 7. Coca-Cola Co0.43% of assets$1.07M invested
- 8. Adyen NV ADR0.53% of assets$1.32M invested
- 9. GE Aerospace1.78% of assets$4.47M invested
- 10. Intuit Inc0.95% of assets$2.4M 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. Reddit Inc Class A Shares0.21% of assets$541,265 invested
- 2. O'Reilly Automotive Inc1.31% of assets$3.3M invested
- 3. Snowflake Inc Ordinary Shares1.3% of assets$3.28M invested
- 4. Broadcom Inc4.93% of assets$12.41M invested
- 5. Monster Beverage Corp0.27% of assets$682,742 invested
- 6. TransDigm Group Inc0.62% of assets$1.56M invested
- 7. Synopsys Inc0.34% of assets$846,882 invested
- 8. Costco Wholesale Corp1.17% of assets$2.95M invested
- 9. Booking Holdings Inc0.91% of assets$2.3M invested
- 10. Datadog Inc Class A0.56% of assets$1.4M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on FICEX at Morningstar.com
Find more financial data on FICEX 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
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer