American Century Investments® Focused Large Cap Value Fund

Shareclass
American Century Focused Lg Cap Val Inv (ALVIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Century Investments® Focused Large Cap Value Fund

FUND COVERAGE
# of holdings46
% of assets95%
Score
56 / 100
Rank

76.5 percentile

Group: U.S. Large Cap Equity

Rank: #345 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

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. Unilever PLC ADR
         % of fund invested: 3.06%
         $USD invested: $82.86M
  • 2. Mondelez International Inc Class A
         % of fund invested: 2.63%
         $USD invested: $71.29M
  • 3. Reckitt Benckiser Group PLC
         % of fund invested: 0.62%
         $USD invested: $16.72M
  • 4. JPMorgan Chase & Co
         % of fund invested: 3.99%
         $USD invested: $108.22M
  • 5. PepsiCo Inc
         % of fund invested: 3.01%
         $USD invested: $81.6M
  • 6. Johnson & Johnson
         % of fund invested: 4.4%
         $USD invested: $119.31M
  • 7. Verizon Communications Inc
         % of fund invested: 1.96%
         $USD invested: $53.21M
  • 8. BlackRock Inc
         % of fund invested: 2.97%
         $USD invested: $80.61M
  • 9. Roche Holding AG
         % of fund invested: 1.47%
         $USD invested: $39.74M
  • 10. TotalEnergies SE ADR
         % of fund invested: 1.05%
         $USD invested: $28.52M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. PACCAR Inc
         % of fund invested: 1.11%
         $USD invested: $30.16M
  • 2. Berkshire Hathaway Inc Class B
         % of fund invested: 2.82%
         $USD invested: $76.41M
  • 3. A.O. Smith Corp
         % of fund invested: 1.56%
         $USD invested: $42.32M
  • 4. Charles Schwab Corp
         % of fund invested: 2.25%
         $USD invested: $61.05M
  • 5. Norfolk Southern Corp
         % of fund invested: 2.5%
         $USD invested: $67.64M
  • 6. PulteGroup Inc
         % of fund invested: 1.06%
         $USD invested: $28.82M
  • 7. Atmos Energy Corp
         % of fund invested: 2%
         $USD invested: $54.27M
  • 8. Qualcomm Inc
         % of fund invested: 1.44%
         $USD invested: $39.05M
  • 9. Zimmer Biomet Holdings Inc
         % of fund invested: 2.04%
         $USD invested: $55.32M
  • 10. IQVIA Holdings Inc
         % of fund invested: 1.9%
         $USD invested: $51.5M

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 Investments® Focused Large Cap Value Fund

Totals

Holdings
Assets
Weight
Prisons
2
$147.99M
5.46%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
3
$152.09M
5.61%
     Borders high risk
1
$40.8M
1.51%
Total
4
$228.5M
8.43%
Full fund results

Holdings — 4 flagged holdings

1.
Berkshire Hathaway Inc Class B
Prisons
$76.41M
2.82%
Prisons
$76.41M
2.82%
2.
Alphabet Inc Class A
Prisons
Borders
$71.58M
2.64%
Prisons
Borders :
$71.58M
2.64%
3.
RTX Corp
Borders
$40.8M
1.51%
Borders :
$40.8M
1.51%
4.
Salesforce Inc
Borders
$39.71M
1.46%
Borders :
$39.71M
1.46%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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