Port Street Quality Growth Fund
Shareclass
Port Street Quality Growth Institutional (PSQGX)
Type
Open-end mutual fund
Manager
Gender equality score
57
/ 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
29/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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.
Port Street Quality Growth Fund PSQGX
Environment
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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. Diageo PLC ADR1.37% of assets$2.55M invested
- 2. Procter & Gamble Co1.44% of assets$2.68M invested
- 3. Novo Nordisk AS ADR3.27% of assets$6.07M invested
- 4. Unilever PLC ADR5.23% of assets$9.69M invested
- 5. Accenture PLC Class A1.9% of assets$3.51M invested
- 6. PepsiCo Inc1.08% of assets$2M invested
- 7. Johnson & Johnson2.68% of assets$4.96M invested
- 8. Microsoft Corp4.55% of assets$8.44M invested
- 9. Roche Holding AG ADR2.89% of assets$5.36M invested
- 10. Starbucks Corp2.02% of assets$3.75M 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. Berkshire Hathaway Inc Class B5.67% of assets$10.51M invested
- 2. C.H. Robinson Worldwide Inc2.21% of assets$4.1M invested
- 3. The Home Depot Inc1.64% of assets$3.04M invested
- 4. Medtronic PLC4.03% of assets$7.48M invested
- 5. General Dynamics Corp2.83% of assets$5.24M invested
- 6. The Walt Disney Co4.81% of assets$8.91M invested
- 7. Oracle Corp2.45% of assets$4.54M invested
- 8. RTX Corp3.01% of assets$5.57M invested
- 9. ASML Holding NV ADR1.72% of assets$3.19M invested
- 10. Nike Inc Class B1.64% of assets$3.04M invested
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Financial performance
Performance data provided by
Find more financial data on PSQGX at Morningstar.com
Find more financial data on PSQGX at Morningstar.comGender Equality and Returns
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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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