American Funds AMCAP Fund®

Shareclass
American Funds AMCAP A (AMCPX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Funds AMCAP Fund®

FUND COVERAGE
# of holdings168
% of assets96%
Score
52 / 100
Rank

21.3 percentile

Group: U.S. Large Cap Equity

Rank: #1,152 out of 1,462

Grade
D

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

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 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. AstraZeneca PLC
         % of fund invested: 0.26%
         $USD invested: $254.02M
  • 2. Boston Scientific Corp
         % of fund invested: 0.05%
         $USD invested: $47.77M
  • 3. Mondelez International Inc Class A
         % of fund invested: 0.38%
         $USD invested: $367.48M
  • 4. Mastercard Inc Class A
         % of fund invested: 2.35%
         $USD invested: $2.26B
  • 5. Philip Morris International Inc
         % of fund invested: 1.06%
         $USD invested: $1.01B
  • 6. Hermes International SA
         % of fund invested: 0.18%
         $USD invested: $171.28M
  • 7. Hilton Worldwide Holdings Inc
         % of fund invested: 0.51%
         $USD invested: $488.5M
  • 8. JPMorgan Chase & Co
         % of fund invested: 0.18%
         $USD invested: $171.18M
  • 9. Uber Technologies Inc
         % of fund invested: 1.34%
         $USD invested: $1.29B
  • 10. Accenture PLC Class A
         % of fund invested: 0.39%
         $USD invested: $374.71M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 0.92%
         $USD invested: $883.94M
  • 2. FTAI Aviation Ltd
         % of fund invested: 0.5%
         $USD invested: $481.7M
  • 3. Constellation Software Inc
         % of fund invested: 0.19%
         $USD invested: $177.99M
  • 4. Carvana Co Class A
         % of fund invested: 0.34%
         $USD invested: $326.71M
  • 5. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 0.08%
         $USD invested: $72.27M
  • 6. Houlihan Lokey Inc Class A
         % of fund invested: 0.25%
         $USD invested: $238.64M
  • 7. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 0.05%
         $USD invested: $49.49M
  • 8. WillScot Holdings Corp Ordinary Shares - Class A
         % of fund invested: <0.01%
         $USD invested: $568,619
  • 9. Viking Holdings Ltd
         % of fund invested: 0.95%
         $USD invested: $911.91M
  • 10. Blackstone Inc
         % of fund invested: 0.18%
         $USD invested: $174.69M

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 Funds AMCAP Fund®

Totals

Holdings
Assets
Weight
Prisons
6
$17.93B
19%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
11
$19.99B
21%
     Borders high risk
3
$826.59M
0.86%
Total
13
$20.58B
21%
Full fund results

Holdings — 13 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$7.18B
7.48%
Prisons
Borders :
$7.18B
7.48%
2.
Amazon.com Inc
Prisons
Borders
$4.9B
5.1%
Prisons
Borders :
$4.9B
5.1%
3.
Alphabet Inc Class A
Prisons
Borders
$3.71B
3.87%
Prisons
Borders :
$3.71B
3.87%
4.
Alphabet Inc Class C
Prisons
Borders
$1.55B
1.61%
Prisons
Borders :
$1.55B
1.61%
5.
Salesforce Inc
Borders
$1.05B
1.09%
Borders :
$1.05B
1.09%
6.
RTX Corp
Borders
$571.42M
0.6%
Borders :
$571.42M
0.6%
7.
Costco Wholesale Corp
Prisons
$411.94M
0.43%
Prisons
$411.94M
0.43%
8.
Accenture PLC Class A
Borders
$374.71M
0.39%
Borders :
$374.71M
0.39%
9.
Thermo Fisher Scientific Inc
Borders
$350.72M
0.37%
Borders :
$350.72M
0.37%
10.
Northrop Grumman Corp
Borders
$205.67M
0.21%
Borders :
$205.67M
0.21%
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