Value Fund - HOMESTEAD FUNDS INC
Shareclass
Value Fund (HOVLX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
58
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 44 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
0/10
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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.
Value Fund - HOMESTEAD FUNDS INC HOVLX
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. Procter & Gamble Co/The0.98% of assets$10.53M invested
- 2. Boston Scientific Corp1.42% of assets$15.27M invested
- 3. Bank of America Corp2.86% of assets$30.64M invested
- 4. Citigroup Inc2.96% of assets$31.74M invested
- 5. JPMorgan Chase & Co4.93% of assets$52.84M invested
- 6. Northrop Grumman Corp2.5% of assets$26.82M invested
- 7. Bristol-Myers Squibb Co0.58% of assets$6.2M invested
- 8. Goldman Sachs Group Inc/The4.13% of assets$44.28M invested
- 9. Microsoft Corp2.68% of assets$28.78M invested
- 10. Merck & Co Inc0.75% of assets$8.03M 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. LKQ Corp0.48% of assets$5.12M invested
- 2. CSX Corp1.3% of assets$13.92M invested
- 3. PulteGroup Inc1.31% of assets$14.08M invested
- 4. CACI International Inc1.31% of assets$14.07M invested
- 5. Parker-Hannifin Corp3.43% of assets$36.85M invested
- 6. Digital Realty Trust Inc0.94% of assets$10.04M invested
- 7. Diamondback Energy Inc0.7% of assets$7.55M invested
- 8. NXP Semiconductors NV1.68% of assets$18.01M invested
- 9. Home Depot Inc/The1.18% of assets$12.7M invested
- 10. Avery Dennison Corp1.57% of assets$16.86M invested
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