GoodHaven Fund - GoodHaven Funds Trust
Shareclass
GoodHaven Fund (GOODX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
44
/ 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: 1,360 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
14/20
Commitment, transparency, and accountability
0/10
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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.
GoodHaven Fund - GoodHaven Funds Trust GOODX
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. Bank of America Corp6.58% of assets$17.14M invested
- 2. JPMorgan Chase & Co0.96% of assets$2.5M invested
- 3. Chubb Ltd5.06% of assets$13.18M invested
- 4. Alphabet Inc10% of assets$26.95M invested
- 5. EXOR NV5.06% of assets$13.17M invested
- 6. Progressive Corp/The3.08% of assets$8.01M invested
- 7. Arrow Electronics Inc2.13% of assets$5.56M invested
- 8. Toll Brothers Inc0.81% of assets$2.1M invested
- 9. Devon Energy Corp4.69% of assets$12.2M invested
- 10. KKR & Co Inc3.52% of assets$9.17M 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. Hess Midstream LP0.98% of assets$2.55M invested
- 2. Lennar Corp4.45% of assets$11.59M invested
- 3. Brookfield Corp4.19% of assets$10.9M invested
- 4. Berkshire Hathaway Inc17% of assets$44.08M invested
- 5. Jefferies Financial Group Inc5.36% of assets$13.96M invested
- 6. Asbury Automotive Group Inc2.06% of assets$5.35M invested
- 7. Builders FirstSource Inc4.29% of assets$11.16M invested
- 8. KKR & Co Inc3.52% of assets$9.17M invested
- 9. Devon Energy Corp4.69% of assets$12.2M invested
- 10. Toll Brothers Inc0.81% of assets$2.1M invested
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