Torray Fund
Shareclass
Torray Fund (TORYX)
Type
Open-end mutual fund
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,366 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
7/30
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.
Torray Fund TORYX
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. JPMorgan Chase & Co4.18% of assets$14.01M invested
- 2. Johnson & Johnson4.55% of assets$15.24M invested
- 3. Keysight Technologies Inc3.93% of assets$13.17M invested
- 4. Amgen Inc3.16% of assets$10.6M invested
- 5. Hewlett Packard Enterprise Co3.15% of assets$10.55M invested
- 6. American Express Co4.9% of assets$16.41M invested
- 7. UnitedHealth Group Inc3.12% of assets$10.45M invested
- 8. Alphabet Inc Class A5.68% of assets$19.04M invested
- 9. Schlumberger Ltd2.81% of assets$9.4M invested
- 10. Texas Instruments Inc3.58% of assets$12M 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. Lennar Corp Class B3.78% of assets$12.67M invested
- 2. Berkshire Hathaway Inc Class B6.02% of assets$20.18M invested
- 3. WR Berkley Corp4.21% of assets$14.1M invested
- 4. Ulta Beauty Inc3.46% of assets$11.59M invested
- 5. Applied Materials Inc2.45% of assets$8.22M invested
- 6. Qualcomm Inc2.75% of assets$9.22M invested
- 7. The Home Depot Inc4.19% of assets$14.05M invested
- 8. General Dynamics Corp4.35% of assets$14.56M invested
- 9. EOG Resources Inc4.1% of assets$13.72M invested
- 10. Marsh & McLennan Companies Inc4.81% of assets$16.1M invested
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Financial performance
Performance data provided by
Find more financial data on TORYX at Morningstar.com
Find more financial data on TORYX 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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