Scharf Multi-Asset Opportunity Fund
Shareclass
Scharf Multi-Asset Opportunity Instl (LOGOX)
Type
Open-end mutual fund
Manager
Gender equality score
51
/ 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
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
See the impact of your investments
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.
Scharf Multi-Asset Opportunity Fund LOGOX
Environment
Social
Search more funds
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. Novartis AG ADR3.07% of assets$1.53M invested
- 2. The Hershey Co2.07% of assets$1.03M invested
- 3. Microsoft Corp4.32% of assets$2.15M invested
- 4. Zoetis Inc Class A1.3% of assets$648,198 invested
- 5. Heineken NV0.99% of assets$494,241 invested
- 6. Kenvue Inc<0.01% of assets$16 invested
- 7. Visa Inc Class A2.98% of assets$1.48M invested
- 8. Chubb Ltd1.4% of assets$698,004 invested
- 9. Adobe Inc1.57% of assets$783,105 invested
- 10. Thermo Fisher Scientific Inc1.46% of assets$725,105 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. U-Haul Holding Co Ordinary Shares - Series N1.65% of assets$821,628 invested
- 2. Markel Group Inc2.74% of assets$1.36M invested
- 3. Brookfield Corp Registered Shs -A- Limited Vtg3.58% of assets$1.78M invested
- 4. Berkshire Hathaway Inc Class B3.54% of assets$1.76M invested
- 5. Franco-Nevada Corp2.49% of assets$1.24M invested
- 6. Donaldson Co Inc1.26% of assets$626,562 invested
- 7. Booking Holdings Inc1.51% of assets$750,499 invested
- 8. The Walt Disney Co1.85% of assets$921,610 invested
- 9. Oracle Corp3.75% of assets$1.86M invested
- 10. Aon PLC Class A1.53% of assets$764,151 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided by
Find more financial data on LOGOX at Morningstar.com
Find more financial data on LOGOX 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
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer