American Century Equity Income Fund

Shareclass
American Century Equity Income R (AEURX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Century Equity Income Fund

FUND COVERAGE
# of holdings70
% of assets76%
Score
56 / 100
Rank

80.4 percentile

Group: U.S. Large Cap Equity

Rank: #287 out of 1,462

Grade
A

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

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Sanofi SA ADR
         % of fund invested: 0.89%
         $USD invested: $58.72M
  • 2. Sodexo
         % of fund invested: 0.5%
         $USD invested: $33.19M
  • 3. Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-
         % of fund invested: 0.6%
         $USD invested: $39.57M
  • 4. Unilever PLC
         % of fund invested: 1.88%
         $USD invested: $124.33M
  • 5. Mondelez International Inc Class A
         % of fund invested: 1.76%
         $USD invested: $116.31M
  • 6. Pernod Ricard SA
         % of fund invested: 0.5%
         $USD invested: $33.4M
  • 7. Reckitt Benckiser Group PLC
         % of fund invested: 0.55%
         $USD invested: $36.67M
  • 8. JPMorgan Chase & Co
         % of fund invested: 3.18%
         $USD invested: $210.47M
  • 9. Legrand SA
         % of fund invested: 0.6%
         $USD invested: $39.57M
  • 10. PepsiCo Inc
         % of fund invested: 2.02%
         $USD invested: $133.62M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Gentex Corp
         % of fund invested: 0.49%
         $USD invested: $32.49M
  • 2. PACCAR Inc
         % of fund invested: 0.77%
         $USD invested: $51.08M
  • 3. Reliance Inc
         % of fund invested: 0.76%
         $USD invested: $50.41M
  • 4. A.O. Smith Corp
         % of fund invested: 0.62%
         $USD invested: $40.79M
  • 5. Martin Marietta Materials Inc
         % of fund invested: 0.5%
         $USD invested: $33.09M
  • 6. NextEra Energy Inc 7.299% CORP UNIT 01/06/2027
         % of fund invested: 0.57%
         $USD invested: $37.84M
  • 7. Charles Schwab Corp
         % of fund invested: 0.99%
         $USD invested: $65.28M
  • 8. Norfolk Southern Corp
         % of fund invested: 2.4%
         $USD invested: $158.82M
  • 9. CSX Corp
         % of fund invested: 0.66%
         $USD invested: $43.85M
  • 10. Dover Corp
         % of fund invested: 0.79%
         $USD invested: $52.67M

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 Century Equity Income Fund

Totals

Holdings
Assets
Weight
Prisons
3
$136.98M
2.07%
     Prisons high risk
1
$33.19M
0.5%
     Private prisons
1
$33.19M
0.5%
Borders
1
$99.55M
1.5%
     Borders high risk
1
$99.55M
1.5%
Total
4
$236.53M
3.57%
Full fund results

Holdings — 4 flagged holdings

1.
RTX Corp
Borders
$99.55M
1.5%
Borders :
$99.55M
1.5%
2.
Walmart Inc
Prisons
$64.51M
0.97%
Prisons
$64.51M
0.97%
3.
McDonald's Corp
Prisons
$39.29M
0.59%
Prisons
$39.29M
0.59%
4.
Sodexo
Prisons
$33.19M
0.5%
Prisons
$33.19M
0.5%
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