Plumb Balanced Fund
Shareclass
Plumb Balanced Investor (PLBBX)
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
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
0/10
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.
Plumb Balanced Fund PLBBX
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 Inc Class A3.65% of assets$2.17M invested
- 2. Novo Nordisk AS ADR1.64% of assets$972,160 invested
- 3. Autodesk Inc1.33% of assets$785,400 invested
- 4. Microsoft Corp2.82% of assets$1.67M invested
- 5. American Express Co3.18% of assets$1.88M invested
- 6. Ansys Inc0.53% of assets$316,560 invested
- 7. Exxon Mobil Corp2.41% of assets$1.43M invested
- 8. Visa Inc Class A4.14% of assets$2.45M invested
- 9. Alphabet Inc Class A3% of assets$1.78M invested
- 10. Stryker Corp0.47% of assets$279,188 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. BGC Group Inc Ordinary Shares Class A0.93% of assets$550,200 invested
- 2. Modine Manufacturing Co0.65% of assets$383,750 invested
- 3. Synopsys Inc0.72% of assets$428,850 invested
- 4. MercadoLibre Inc3.62% of assets$2.15M invested
- 5. Copart Inc2.67% of assets$1.58M invested
- 6. Advanced Micro Devices Inc2.43% of assets$1.44M invested
- 7. NVIDIA Corp4.12% of assets$2.44M invested
- 8. Fiserv Inc2.8% of assets$1.66M invested
- 9. Kinder Morgan Inc Class P1.32% of assets$784,575 invested
- 10. Apple Inc3% of assets$1.78M invested
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Financial performance
Performance data provided by
Find more financial data on PLBBX at Morningstar.com
Find more financial data on PLBBX 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
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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
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