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How is the Impact Score of My Mutual Funds Calculated?

Mutual funds are scored using a weighted average, based on how much of each fund is in your portfolio.

Gregory avatar
Written by Gregory
Updated over 4 months ago

How is the Impact Score of My Mutual Funds Calculated?
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🏦 Mutual funds are evaluated just like ETFs β€” your score is based on how much of each fund you own and that fund’s internal score.

This score is still a weighted average and reflects the Biblical alignment of the companies inside each fund.
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πŸ“ Formula:
​(Fund A Score Γ— % in Portfolio) + (Fund B Score Γ— % in Portfolio) + …


​Example:

  • $9,000 in Fund A (Score = 20)

  • $1,000 in Fund B (Score = 80)
    πŸ“Š Score = (20 Γ— 0.9) + (80 Γ— 0.1) = 26
    ​

🧠 Bigger fund positions = more influence.

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