POLARIS GLOBAL VALUE FUND - Forum Funds
Shareclass
POLARIS GLOBAL VALUE FUND (PGVFX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity
Ranking: 734 out of 1,040 funds
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Groups
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
1/10
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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.
POLARIS GLOBAL VALUE FUND - Forum Funds PGVFX
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. Yara International ASA1.14% of assets$5.57M invested
- 2. Publicis Groupe SA1.21% of assets$5.91M invested
- 3. Sanofi SA0.91% of assets$4.43M invested
- 4. Takeda Pharmaceutical Co Ltd1.09% of assets$5.32M invested
- 5. DNB Bank ASA1.16% of assets$5.66M invested
- 6. IPSOS SA0.33% of assets$1.61M invested
- 7. JPMorgan Chase & Co1.55% of assets$7.55M invested
- 8. Cie Generale des Etablissements Michelin SCA1.05% of assets$5.09M invested
- 9. Endesa SA1.24% of assets$6.03M invested
- 10. Deutsche Telekom AG0.88% of assets$4.29M 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. Samsung Electronics Co Ltd2.29% of assets$11.13M invested
- 2. Shinhan Financial Group Co Ltd1.56% of assets$7.58M invested
- 3. Ping An Insurance Group Co of China Ltd1.36% of assets$6.62M invested
- 4. Sally Beauty Holdings Inc1.03% of assets$5.01M invested
- 5. Alrosa PJSC<0.01% of assets$398 invested
- 6. International Bancshares Corp1.29% of assets$6.28M invested
- 7. Allison Transmission Holdings Inc1.08% of assets$5.26M invested
- 8. LKQ Corp0.92% of assets$4.47M invested
- 9. Lundin Mining Corp1.02% of assets$4.96M invested
- 10. Macnica Holdings Inc0.19% of assets$939,343 invested
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