Plumb Balanced Fund - Wisconsin Capital
Shareclass
Plumb Balanced Fund Institutional Shares (PLIBX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
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
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.
Plumb Balanced Fund - Wisconsin Capital PLIBX
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. Mastercard Inc3.35% of assets$2.17M invested
- 2. JPMorgan Chase & Co2.49% of assets$1.61M invested
- 3. Autodesk Inc1.37% of assets$888,030 invested
- 4. Microsoft Corp3.32% of assets$2.15M invested
- 5. American Express Co3.43% of assets$2.22M invested
- 6. Exxon Mobil Corp1.86% of assets$1.2M invested
- 7. Stryker Corp0.41% of assets$263,602 invested
- 8. Visa Inc3.41% of assets$2.21M invested
- 9. Honeywell International Inc0.9% of assets$585,270 invested
- 10. Alphabet Inc5.08% of assets$3.29M 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. VSE Corp3.34% of assets$2.16M invested
- 2. Taiwan Semiconductor Manufacturing Co Ltd2.35% of assets$1.52M invested
- 3. Ubiquiti Inc0.85% of assets$553,350 invested
- 4. Cellebrite DI Ltd1.39% of assets$901,500 invested
- 5. AAR Corp2.68% of assets$1.74M invested
- 6. Modine Manufacturing Co2.47% of assets$1.6M invested
- 7. MercadoLibre Inc2.96% of assets$1.91M invested
- 8. Kinder Morgan Inc1.17% of assets$755,975 invested
- 9. Advanced Micro Devices Inc2.48% of assets$1.61M invested
- 10. elf Beauty Inc0.7% of assets$456,240 invested
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