Gotham Large Value Fund
Shareclass
Gotham Large Value Institutional (GVALX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 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: 899 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
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.
Gotham Large Value Fund GVALX
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. International Flavors & Fragrances Inc0.24% of assets$130,189 invested
- 2. Procter & Gamble Co0.78% of assets$423,310 invested
- 3. Dow Inc0.45% of assets$241,336 invested
- 4. Marriott International Inc Class A0.58% of assets$314,126 invested
- 5. The Interpublic Group of Companies Inc0.14% of assets$73,352 invested
- 6. Citigroup Inc0.67% of assets$361,037 invested
- 7. General Mills Inc0.44% of assets$236,219 invested
- 8. Cummins Inc0.46% of assets$248,095 invested
- 9. Accenture PLC Class A0.74% of assets$399,295 invested
- 10. PayPal Holdings Inc0.79% of assets$426,056 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. Loews Corp0.19% of assets$103,186 invested
- 2. PACCAR Inc0.71% of assets$384,555 invested
- 3. NVR Inc0.07% of assets$40,500 invested
- 4. Nucor Corp0.52% of assets$282,799 invested
- 5. Steel Dynamics Inc0.26% of assets$140,670 invested
- 6. Berkshire Hathaway Inc Class B0.41% of assets$219,091 invested
- 7. Garmin Ltd0.31% of assets$169,414 invested
- 8. Microchip Technology Inc0.16% of assets$87,467 invested
- 9. Brown & Brown Inc0.27% of assets$146,454 invested
- 10. Charter Communications Inc Class A0.46% of assets$250,232 invested
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Financial performance
Performance data provided by
Find more financial data on GVALX at Morningstar.com
Find more financial data on GVALX 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.
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