As You Sow
Invest Your Values
Sign up
Fossil Free Funds
 Search

Fossil fuel companiesare fueling the climate crisis.


Fossil fuels
Banks & insurers
Clean200
More

JAMES AGGRESSIVE ALLOCATION FUND - JAMES ADVANTAGE FUNDS

Shareclass
JAMES AGGRESSIVE ALLOCATION FUND (JAVAX)
Type
Open-end mutual fund
Manager
JAMES ADVANTAGE FUNDS
Filing
NPORT filing 31 Dec 2025
Fossil fuel exposure of 4.31% places the fund in the C tier, between 3% and 5.5% exposure.

Methodology
C
$1.22 MILLION
in fossil fuel investments
5
fossil fuel stocks found
4.31%
of assets flagged
Portfolio data as of 12/31/25
Investments in major fossil fuel companies
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$304,820
Petroleo Brasileiro SA - Petrobras
Carbon Underground 200Top 200 carbon reserves
$237,000
Matador Resources Co
Carbon Underground 200Top 200 carbon reserves
$212,200
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
3
holdings
$754,020
invested
2.66%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
4
holdings
$918,280
invested
3.24%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
No direct stock holdings
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
1
holdings
$303,458
invested
1.07%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
5 holdings
5 holdings
  • 1. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $304,820
    1.08%
  • 2. NextEra Energy Inc
    Fossil-fired utility
    $303,458
    1.07%
  • 3. Petroleo Brasileiro SA - Petrobras
    Carbon Underground 200Oil/gas industry
    $237,000
    0.84%
  • 4. Matador Resources Co
    Carbon Underground 200Oil/gas industry
    $212,200
    0.75%
  • 5. Cheniere Energy Inc
    Oil/gas industry
    $164,260
    0.58%



Invest Your Values
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.
JAMES AGGRESSIVE ALLOCATION FUND - JAMES ADVANTAGE FUNDS JAVAX

Environment

Social

Search more funds


Turning Retirement Savings into a Force for Workplace Equity
Nov 24, 2025
Companies that fail to disclose workforce demographics, hiring practices, promotion pathways, and retention outcomes leave investors in the dark about how they responsibly and effectively manage a healthy workforce. This is where Social Justice Funds plays an essential role.
Advancing Racial Justice with Social Justice Funds
Nov 10, 2025
Most people think of retirement savings as a safe, neutral part of life planning. But the truth is, every dollar invested tells a story. Social Justice Funds helps investors see not just the financial performance of funds, but also the racial justice implications behind them.
The Diversity Dividend in Your 401(k) Funds
Oct 30, 2025
As we worked on Social Justice Funds, our newest Invest Your Values tool, we wondered: How do the returns of mutual funds correlate with their gender equality, diversity disclosures, racial justice, and LGBTQ+ equity ratings? Our results suggest that DEI and financial returns have a positive correlation.
Introducing Social Justice Funds
Oct 30, 2025
You believe in justice. You show up, speak out, and push for change in your community and workplace. But what if your retirement savings are silently working against everything you stand for? There’s a new way to align your retirement savings with social justice: Social Justice Funds.
ICE is in your 401(k)
Oct 17, 2025
There’s a hidden connection between your savings and the business of immigrant incarceration. Nearly 90% of people in ICE custody are held in facilities run by private companies like CoreCivic and GEO Group. If you have a 401(k) from your employer, it’s likely investing your savings in these private prison operators.
Employees are already keeping billions out of fossil fuels via their 401(k)s
Sep 17, 2025
Workers are already taking action to protect their savings by choosing sustainable investment options in their 401(k) plans. Our new analysis estimates that by choosing a green 401(k) fund, U.S. employees are keeping a lot of money from being invested in fossil fuel companies.
More blog posts
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
Fossil Free Funds
Fossil Free Funds
Deforestation Free Funds
Deforestation Free Funds
Social Justice Funds
Social Justice Funds
Gender Equality Funds
Gender Equality Funds
Weapon Free Funds
Weapon Free Funds
Prison Free Funds
Prison Free Funds
Gun Free Funds
Gun Free Funds
Tobacco Free Funds
Tobacco Free Funds
Retirement Plan Scorecard
Retirement Plan Scorecard
Learn more about Invest Your Values
Legal  |  Contact
Copyright © 2026 As You Sow

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