Kopernik Global All-Cap Fund
Shareclass
Kopernik Global All-Cap A (KGGAX)
Type
Open-end mutual fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Not ranked due to low data coverage
% Equileap coverage
28%
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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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.
Kopernik Global All-Cap Fund KGGAX
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. Vodafone Group PLC1.06% of assets$22.62M invested
- 2. Schroders PLC0.91% of assets$19.48M invested
- 3. Newmont Corp Chess Depository Interest2.11% of assets$45.2M invested
- 4. Newmont Corp0.02% of assets$345,926 invested
- 5. Carrefour1.28% of assets$27.46M invested
- 6. K+S AG2.32% of assets$49.62M invested
- 7. Wheaton Precious Metals Corp1.05% of assets$22.4M invested
- 8. Close Brothers Group PLC0.24% of assets$5.13M invested
- 9. Paladin Energy Ltd1% of assets$21.45M invested
- 10. Expand Energy Corp Ordinary Shares - New1.83% of assets$39.14M 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. Electric Power Development Co Ltd0.49% of assets$10.41M invested
- 2. Kamigumi Co Ltd0.48% of assets$10.32M invested
- 3. Suzuken Co Ltd0.24% of assets$5.03M invested
- 4. First Resources Ltd0.97% of assets$20.7M invested
- 5. West Japan Railway Co0.66% of assets$14.17M invested
- 6. MEG Energy Corp0.81% of assets$17.38M invested
- 7. Air Lease Corp Class A0.25% of assets$5.24M invested
- 8. Japan Petroleum Exploration Co Ltd0.53% of assets$11.33M invested
- 9. CK Hutchison Holdings Ltd1.82% of assets$39.01M invested
- 10. Ashmore Group PLC0.31% of assets$6.55M invested
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Financial performance
Performance data provided by
Find more financial data on KGGAX at Morningstar.com
Find more financial data on KGGAX 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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