303-626-0600 - American Funds/Capital Group
Shareclass
303-626-0600 SERIES ONE CLASS B (AMRBX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund 303-626-0600 - American Funds/Capital Group
FUND COVERAGE
# of holdings26
% of assets98%
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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
7 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Johnson & Johnson1.47%$299,061
- 2. Microsoft Corp4.82%$981,061
- 3. Amgen Inc4.28%$871,794
- 4. Freeport-McMoRan Inc1.19%$242,726
- 5. Paychex Inc0.84%$170,267
- 6. Honeywell International Inc2.5%$509,644
- 7. Alphabet Inc5.51%$1.12M
- 8. Cisco Systems Inc4.39%$894,414
- 9. T-Mobile US Inc1.74%$354,978
- 10. Lockheed Martin Corp1.22%$247,345
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc1%$204,064
- 2. Chemed Corp6.34%$1.29M
- 3. Middleby Corp/The3.93%$799,868
- 4. Fair Isaac Corp6.11%$1.24M
- 5. Teradyne Inc15%$3.01M
- 6. Canadian Pacific Kansas City Ltd3.65%$743,400
- 7. Caterpillar Inc5.04%$1.03M
- 8. Waste Management Inc3.99%$811,176
- 9. Home Depot Inc/The2.5%$509,442
- 10. General Dynamics Corp1.55%$315,981
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund 303-626-0600 - American Funds/Capital Group
Totals
Holdings
Assets
Weight
Prisons
3.0
$2.68M
13%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$3.25M
16%
Borders high risk
2.0
$563,327
2.77%
Total
5.0
$3.25M
16%
Holdings — 5 flagged holdings
1.
Alphabet Inc
:$1.12M
5.51%
2.
Microsoft Corp
:$981,061
4.82%
3.
Amazon.com Inc
:$581,499
2.86%
4.
General Dynamics Corp
:$315,981
1.55%
5.
Lockheed Martin Corp
:$247,345
1.22%
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.
303-626-0600 - American Funds/Capital Group AMRBX
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