X-Square Balanced Fund
Shareclass
X-Square Balanced Fund Class A (SQBFX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
50
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
18/20
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.
X-Square Balanced Fund SQBFX
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. Rio Tinto PLC0.71% of assets$582,458 invested
- 2. Mastercard Inc1.02% of assets$843,189 invested
- 3. Philip Morris International Inc1.29% of assets$1.07M invested
- 4. JPMorgan Chase & Co1.64% of assets$1.35M invested
- 5. Expedia Group Inc1.16% of assets$959,570 invested
- 6. PepsiCo Inc0.88% of assets$729,799 invested
- 7. Johnson & Johnson1.04% of assets$858,014 invested
- 8. Zillow Group Inc0.22% of assets$183,375 invested
- 9. Altria Group Inc0.89% of assets$732,512 invested
- 10. PayPal Holdings Inc0.55% of assets$454,838 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. Vale SA0.6% of assets$497,446 invested
- 2. Shopify Inc1.29% of assets$1.07M invested
- 3. QXO Inc0.41% of assets$340,950 invested
- 4. Lennar Corp0.75% of assets$619,884 invested
- 5. AppLovin Corp1.75% of assets$1.45M invested
- 6. Berkshire Hathaway Inc1.32% of assets$1.09M invested
- 7. New Fortress Energy Inc0.06% of assets$50,951 invested
- 8. RH0.51% of assets$422,256 invested
- 9. Bausch Health Cos Inc0.09% of assets$77,582 invested
- 10. RXO Inc0.24% of assets$202,126 invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
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