AB Wealth Appreciation Strategy
Shareclass
AB Wealth Appreciation Strategy Advisor (AWAYX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund AB Wealth Appreciation Strategy
FUND COVERAGE
# of holdings63
% of assets63%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp0.97%$13.42M
- 2. Willis Towers Watson PLC0.66%$9.16M
- 3. Wells Fargo & Co1.26%$17.49M
- 4. The Goldman Sachs Group Inc1.22%$16.82M
- 5. Vertex Pharmaceuticals Inc0.59%$8.22M
- 6. Microsoft Corp5.38%$74.4M
- 7. S&P Global Inc0.67%$9.22M
- 8. Merck & Co Inc0.37%$5.06M
- 9. HubSpot Inc0.34%$4.72M
- 10. Roche Holding AG ADR0.42%$5.87M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Hexcel Corp0.33%$4.55M
- 2. Broadcom Inc2.13%$29.46M
- 3. Charles Schwab Corp1.37%$19.01M
- 4. CSX Corp0.81%$11.14M
- 5. Applied Materials Inc0.89%$12.33M
- 6. Dollar Tree Inc0.5%$6.98M
- 7. United Rentals Inc0.48%$6.63M
- 8. Costco Wholesale Corp0.38%$5.19M
- 9. Digital Realty Trust Inc0.47%$6.49M
- 10. IQVIA Holdings Inc0.74%$10.2M
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 AB Wealth Appreciation Strategy
Totals
Holdings
Assets
Weight
Prisons
6
$186.26M
13%
Prisons high risk
1
$6.24M
0.45%
Private prisons
0
$0
0%
Borders
7
$192.73M
14%
Borders high risk
3
$22.07M
1.6%
Total
9
$214.72M
16%
Holdings — 9 flagged holdings
1.
Microsoft Corp
:$74.4M
5.38%
2.
Alphabet Inc Class C
:$45.45M
3.29%
3.
Amazon.com Inc
:$38.19M
2.76%
4.
Walmart Inc
$16.8M
1.21%
5.
Thermo Fisher Scientific Inc
:$12.62M
0.91%
6.
RTX Corp
:$11.56M
0.84%
7.
Motorola Solutions Inc
:$6.24M
0.45%
8.
Costco Wholesale Corp
$5.19M
0.38%
9.
Booz Allen Hamilton Holding Corp Class A
:$4.27M
0.31%
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.
AB Wealth Appreciation Strategy AWAYX
Environment
Social
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