SA Emerging Markets Value Fund
Shareclass
SA Emerging Markets Value (SAEMX)
Type
Open-end mutual fund
Manager
Gender equality score
44
/ 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
2.36%
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
16/20
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.
SA Emerging Markets Value Fund SAEMX
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. BNP Paribas Bank Polska SA<0.01% of assets$12,497 invested
- 2. Bank Handlowy w Warszawie SA0.04% of assets$71,140 invested
- 3. Sino Biopharmaceutical Ltd0.1% of assets$204,332 invested
- 4. Alior Bank SA0.11% of assets$215,110 invested
- 5. Bank Polska Kasa Opieki SA0.02% of assets$44,076 invested
- 6. Orlen SA0.53% of assets$1.04M invested
- 7. Asseco Poland SA0.08% of assets$156,739 invested
- 8. TAURON Polska Energia SA Ordinary Shares - Series AA0.08% of assets$160,312 invested
- 9. KGHM Polska Miedz SA0.16% of assets$319,577 invested
- 10. The Wharf (Holdings) Ltd0.07% of assets$142,493 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. Kingboard Holdings Ltd0.1% of assets$203,526 invested
- 2. CSPC Pharmaceutical Group Ltd0.15% of assets$298,376 invested
- 3. Jastrzebska Spolka Weglowa SA0.01% of assets$22,071 invested
- 4. BYD Electronic (International) Co Ltd<0.01% of assets$18,126 invested
- 5. GCL Technology Holdings Ltd0.03% of assets$49,747 invested
- 6. Inter Cars SA<0.01% of assets$9,779 invested
- 7. Geely Automobile Holdings Ltd0.36% of assets$703,540 invested
- 8. Fosun International Ltd<0.01% of assets$18,756 invested
- 9. Polska Grupa Energetyczna SA0.09% of assets$173,721 invested
- 10. China Mengniu Dairy Co Ltd0.26% of assets$503,351 invested
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Financial performance
Performance data provided by
Find more financial data on SAEMX at Morningstar.com
Find more financial data on SAEMX 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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