American Beacon Large Cap Value Fund

Shareclass
American Beacon Large Cap Value A (ALVAX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Beacon Large Cap Value Fund

FUND COVERAGE
# of holdings164
% of assets93%
Score
55 / 100
Rank

68.5 percentile

Group: U.S. Large Cap Equity

Rank: #461 out of 1,462

Grade
B

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

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GSK PLC ADR
         % of fund invested: 0.16%
         $USD invested: $5.58M
  • 2. Sanofi SA ADR
         % of fund invested: 0.64%
         $USD invested: $22.95M
  • 3. Diageo PLC ADR
         % of fund invested: 0.1%
         $USD invested: $3.42M
  • 4. Marriott International Inc Class A
         % of fund invested: 0.42%
         $USD invested: $15.09M
  • 5. Bank of America Corp
         % of fund invested: 1.56%
         $USD invested: $55.69M
  • 6. WPP PLC ADR
         % of fund invested: 0.3%
         $USD invested: $10.84M
  • 7. Unilever PLC ADR
         % of fund invested: 0.21%
         $USD invested: $7.54M
  • 8. Mondelez International Inc Class A
         % of fund invested: 0.31%
         $USD invested: $11.21M
  • 9. Citigroup Inc
         % of fund invested: 1.55%
         $USD invested: $55.06M
  • 10. Philip Morris International Inc
         % of fund invested: 0.63%
         $USD invested: $22.28M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Lennar Corp Class A
         % of fund invested: 0.76%
         $USD invested: $26.95M
  • 2. Vertiv Holdings Co Class A
         % of fund invested: 0.78%
         $USD invested: $27.94M
  • 3. PACCAR Inc
         % of fund invested: 0.74%
         $USD invested: $26.44M
  • 4. Permian Resources Corp Class A
         % of fund invested: 0.34%
         $USD invested: $12.17M
  • 5. Berkshire Hathaway Inc Class B
         % of fund invested: 0.96%
         $USD invested: $34.3M
  • 6. Corebridge Financial Inc
         % of fund invested: 0.28%
         $USD invested: $9.82M
  • 7. Axalta Coating Systems Ltd
         % of fund invested: 0.49%
         $USD invested: $17.36M
  • 8. The Timken Co
         % of fund invested: 0.14%
         $USD invested: $4.83M
  • 9. Entegris Inc
         % of fund invested: 0.8%
         $USD invested: $28.32M
  • 10. Fluor Corp
         % of fund invested: 0.1%
         $USD invested: $3.45M

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 American Beacon Large Cap Value Fund

Totals

Holdings
Assets
Weight
Prisons
5
$171.29M
4.81%
     Prisons high risk
1
$16.89M
0.47%
     Private prisons
0
$0
0%
Borders
9
$222.57M
6.25%
     Borders high risk
4
$102.3M
2.87%
Total
11
$305.23M
8.57%
Full fund results

Holdings — 11 flagged holdings

1.
Elevance Health Inc
Prisons
$48.37M
1.36%
Prisons
$48.37M
1.36%
2.
Alphabet Inc Class A
Prisons
Borders
$45.27M
1.27%
Prisons
Borders :
$45.27M
1.27%
3.
RTX Corp
Borders
$36.28M
1.02%
Borders :
$36.28M
1.02%
4.
Berkshire Hathaway Inc Class B
Prisons
$34.3M
0.96%
Prisons
$34.3M
0.96%
5.
General Dynamics Corp
Borders
$33.94M
0.95%
Borders :
$33.94M
0.95%
6.
General Motors Co
Prisons
Borders
$26.46M
0.74%
Prisons
Borders :
$26.46M
0.74%
7.
Salesforce Inc
Borders
$19.2M
0.54%
Borders :
$19.2M
0.54%
8.
Accenture PLC Class A
Borders
$18.56M
0.52%
Borders :
$18.56M
0.52%
9.
Citizens Financial Group Inc
Prisons
Borders
$16.89M
0.47%
Prisons
Borders :
$16.89M
0.47%
10.
Northrop Grumman Corp
Borders
$15.19M
0.43%
Borders :
$15.19M
0.43%
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