U.S. Global Investors Global Luxury Goods Fund
Shareclass
US Global Investors Global Luxury Goods (USLUX)
Type
Open-end mutual fund
Manager
Gender equality score
58
/ 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
27/40
Equal compensation and work life balance
11/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
2/10
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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.
U.S. Global Investors Global Luxury Goods Fund USLUX
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. L'Oreal SA ADR2.59% of assets$1.32M invested
- 2. Kering SA ADR1.19% of assets$605,316 invested
- 3. Pernod Ricard SA0.19% of assets$98,793 invested
- 4. Hermes International SA7.54% of assets$3.84M invested
- 5. Hilton Worldwide Holdings Inc2.3% of assets$1.17M invested
- 6. JPMorgan Chase & Co2.65% of assets$1.35M invested
- 7. Moncler SpA0.91% of assets$461,978 invested
- 8. Mercedes-Benz Group AG ADR4.03% of assets$2.05M invested
- 9. VF Corp0.34% of assets$170,720 invested
- 10. Zalando SE1.46% of assets$742,265 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. Viking Holdings Ltd0.84% of assets$429,300 invested
- 2. The Carlyle Group Inc1.46% of assets$741,030 invested
- 3. Galaxy Entertainment Group Ltd0.77% of assets$390,799 invested
- 4. Resolute Mining Ltd0.2% of assets$99,925 invested
- 5. Centerra Gold Inc0.98% of assets$501,015 invested
- 6. Franco-Nevada Corp0.98% of assets$501,041 invested
- 7. MGM Resorts International0.17% of assets$88,920 invested
- 8. Royal Gold Inc1.01% of assets$515,057 invested
- 9. Osisko Gold Royalties Ltd1.07% of assets$542,784 invested
- 10. OceanaGold Corp0.9% of assets$460,304 invested
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Financial performance
Performance data provided by
Find more financial data on USLUX at Morningstar.com
Find more financial data on USLUX 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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