WAYCROSS FOCUSED CORE EQUITY FUND - Waycross Independent Trust
Shareclass
WAYCROSS FOCUSED CORE EQUITY FUND (WAYFX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
57
/ 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: 107 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
19/20
Commitment, transparency, and accountability
1/10
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.
WAYCROSS FOCUSED CORE EQUITY FUND - Waycross Independent Trust WAYFX
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. Mastercard Inc3.1% of assets$4.21M invested
- 2. Citigroup Inc4.03% of assets$5.47M invested
- 3. Goldman Sachs Group Inc/The4.75% of assets$6.45M invested
- 4. Microsoft Corp6.5% of assets$8.83M invested
- 5. PayPal Holdings Inc1.05% of assets$1.43M invested
- 6. AbbVie Inc3.14% of assets$4.27M invested
- 7. Ecolab Inc2.61% of assets$3.54M invested
- 8. Intuit Inc1.35% of assets$1.83M invested
- 9. Salesforce Inc2.08% of assets$2.83M invested
- 10. ServiceNow Inc1.28% of assets$1.73M 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. Broadcom Inc4.9% of assets$6.65M invested
- 2. Carlisle Cos Inc1.27% of assets$1.72M invested
- 3. NXP Semiconductors NV2.18% of assets$2.96M invested
- 4. Delta Air Lines Inc2.48% of assets$3.37M invested
- 5. EOG Resources Inc1.42% of assets$1.92M invested
- 6. Analog Devices Inc3.22% of assets$4.37M invested
- 7. Southern Co/The1.42% of assets$1.93M invested
- 8. Apple Inc6.13% of assets$8.32M invested
- 9. Amazon.com Inc5.01% of assets$6.8M invested
- 10. Marsh & McLennan Cos Inc2.55% of assets$3.46M invested
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