1290 Avantis US Large Cap Growth Fund - 1290 Funds

Shareclass
1290 Avantis US Large Cap Growth Fund Class A (TNRAX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund 1290 Avantis US Large Cap Growth Fund - 1290 Funds

FUND COVERAGE
# of holdings197
% of assets100%
Score
53 / 100
Rank

30.6 percentile

Group: U.S. Large Cap Equity

Rank: #955 out of 1,373

Grade
D

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Marriott International Inc/MD
         % of fund invested: 0.03%
         $USD invested: $56,438
  • 2. Mastercard Inc
         % of fund invested: 1.43%
         $USD invested: $2.91M
  • 3. Citigroup Inc
         % of fund invested: 0.02%
         $USD invested: $37,142
  • 4. Hilton Worldwide Holdings Inc
         % of fund invested: 0.06%
         $USD invested: $125,672
  • 5. Expedia Group Inc
         % of fund invested: 0.15%
         $USD invested: $310,127
  • 6. Ralph Lauren Corp
         % of fund invested: 0.01%
         $USD invested: $21,204
  • 7. Uber Technologies Inc
         % of fund invested: 0.43%
         $USD invested: $876,147
  • 8. PepsiCo Inc
         % of fund invested: 0.24%
         $USD invested: $489,004
  • 9. Etsy Inc
         % of fund invested: <0.01%
         $USD invested: $17,370
  • 10. Jones Lang LaSalle Inc
         % of fund invested: 0.04%
         $USD invested: $74,803
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Chewy Inc
         % of fund invested: <0.01%
         $USD invested: $11,876
  • 2. U-Haul Holding Co
         % of fund invested: 0.03%
         $USD invested: $59,160
  • 3. U-Haul Holding Co
         % of fund invested: <0.01%
         $USD invested: $5,032
  • 4. Strategy Inc
         % of fund invested: <0.01%
         $USD invested: $3,892
  • 5. Palantir Technologies Inc
         % of fund invested: 0.83%
         $USD invested: $1.7M
  • 6. Markel Group Inc
         % of fund invested: 0.06%
         $USD invested: $120,397
  • 7. Vertiv Holdings Co
         % of fund invested: 0.42%
         $USD invested: $857,358
  • 8. Old Dominion Freight Line Inc
         % of fund invested: 0.14%
         $USD invested: $284,048
  • 9. Super Micro Computer Inc
         % of fund invested: 0.04%
         $USD invested: $76,617
  • 10. Coca-Cola Consolidated Inc
         % of fund invested: 0.02%
         $USD invested: $40,904

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund 1290 Avantis US Large Cap Growth Fund - 1290 Funds

Totals

Holdings
Assets
Weight
Prisons
10.0
$49.5M
24%
     Prisons high risk
1.0
$569,192
0.28%
     Private prisons
0.0
$0
0%
Borders
8.0
$48.42M
24%
     Borders high risk
3.0
$2.92M
1.43%
Total
13.0
$52.14M
26%
Full fund results

Holdings — 13 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$18.24M
8.96%
Prisons
Borders :
$18.24M
8.96%
2.
Amazon.com Inc
Prisons
Borders
$11.05M
5.43%
Prisons
Borders :
$11.05M
5.43%
3.
Alphabet Inc
Prisons
Borders
$8.81M
4.33%
Prisons
Borders :
$8.81M
4.33%
4.
Alphabet Inc
Prisons
Borders
$7.1M
3.49%
Prisons
Borders :
$7.1M
3.49%
5.
Costco Wholesale Corp
Prisons
$3.39M
1.67%
Prisons
$3.39M
1.67%
6.
Palantir Technologies Inc
Borders
$1.7M
0.83%
Borders :
$1.7M
0.83%
7.
Lockheed Martin Corp
Borders
$651,343
0.32%
Borders :
$651,343
0.32%
8.
Motorola Solutions Inc
Prisons
Borders
$569,191
0.28%
Prisons
Borders :
$569,191
0.28%
9.
Salesforce Inc
Borders
$293,597
0.14%
Borders :
$293,597
0.14%
10.
Yum! Brands Inc
Prisons
$126,266
0.06%
Prisons
$126,266
0.06%
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