Gotham Large Value Fund - FundVantage Trust
Shareclass
Gotham Large Value Fund Institutional Class (GVALX)
Type
Open-end mutual fund
Manager
Filing
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
How we track deforestation-risk investments
C
12.69%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
32
holdings flagged
13%
of assets flagged
This fund contains
Take action $4.42 MILLION invested
in holdings flagged for deforestation riskCommodity producers
3 holdings
0.4% of assets
$138,253 invested
Banks and lenders
1 holdings
1.61% of assets
$561,979 invested
Major consumer brands
31 holdings
11% of assets
$3.86 MILLION invested
Commodity producers
3 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
3 HOLDINGS
- % of portfolio$ invested
- 1. Tyson Foods Inc
0.2%0.2% of portfolio$68,410$68,410 invested - 2. Hormel Foods Corp0.11%0.11% of portfolio$37,707$37,707 invested
- 3. Archer-Daniels-Midland Co
0.09%0.09% of portfolio$32,137$32,137 invested
Banks and lenders
1 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
1 HOLDINGS
Major consumer brands
31 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
31 HOLDINGS
- % of portfolio$ invested
- 1. Procter & Gamble Co/The
1.38%1.38% of portfolio$481,378$481,378 invested - 2. Johnson & Johnson1.2%1.2% of portfolio$419,488$419,488 invested
- 3. CVS Health Corp0.89%0.89% of portfolio$309,583$309,583 invested
- 4. PepsiCo Inc
0.77%0.77% of portfolio$268,239$268,239 invested - 5. Colgate-Palmolive Co0.59%0.59% of portfolio$204,030$204,030 invested
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DATA AS OF 31 Dec 2025
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Gotham Large Value Fund - FundVantage Trust GVALX
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