American Funds EUPAC Fund

Shareclass
American Funds EUPAC R3 (RERCX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund American Funds EUPAC Fund

FUND COVERAGE
# of holdings256
% of assets75%
Score
56 / 100
Rank

51.9 percentile

Group: International Equity

Rank: #528 out of 1,095

Grade
C

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

12 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 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. Allianz SE
         % of fund invested: 0.07%
         $USD invested: $91.35M
  • 2. AstraZeneca PLC
         % of fund invested: 0.9%
         $USD invested: $1.22B
  • 3. Standard Chartered PLC
         % of fund invested: 1.29%
         $USD invested: $1.76B
  • 4. GSK PLC
         % of fund invested: 0.02%
         $USD invested: $30.37M
  • 5. Publicis Groupe SA
         % of fund invested: 0.18%
         $USD invested: $240.33M
  • 6. NatWest Group PLC
         % of fund invested: 0.67%
         $USD invested: $915.9M
  • 7. Sanofi SA
         % of fund invested: 0.35%
         $USD invested: $478.75M
  • 8. Iberdrola SA
         % of fund invested: 0.2%
         $USD invested: $272.61M
  • 9. Novo Nordisk AS Class B
         % of fund invested: 1.29%
         $USD invested: $1.76B
  • 10. BNP Paribas Act. Cat.A
         % of fund invested: 0.14%
         $USD invested: $197.36M
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: 0.8%
         $USD invested: $1.09B
  • 2. Constellation Software Inc
         % of fund invested: 0.08%
         $USD invested: $107.67M
  • 3. Brookfield Corp Registered Shs -A- Limited Vtg
         % of fund invested: 0.63%
         $USD invested: $855.41M
  • 4. Keyence Corp
         % of fund invested: 0.24%
         $USD invested: $329.26M
  • 5. Canadian Natural Resources Ltd
         % of fund invested: 0.48%
         $USD invested: $653.82M
  • 6. Coupang Inc Ordinary Shares - Class A
         % of fund invested: 0.02%
         $USD invested: $31.91M
  • 7. Tourmaline Oil Corp
         % of fund invested: 0.03%
         $USD invested: $43.25M
  • 8. IHI Corp
         % of fund invested: 0.13%
         $USD invested: $173.73M
  • 9. OBIC Co Ltd
         % of fund invested: 0.03%
         $USD invested: $34.29M
  • 10. Galaxy Entertainment Group Ltd
         % of fund invested: 0.06%
         $USD invested: $79.03M

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 EUPAC Fund

Totals

Holdings
Assets
Weight
Prisons
3
$609.41M
0.45%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
6
$5.83B
4.27%
     Borders high risk
1
$3.47B
2.55%
Total
7
$5.97B
4.38%
Full fund results

Holdings — 7 flagged holdings

1.
Airbus SE
Borders
$3.47B
2.55%
Borders :
$3.47B
2.55%
2.
NEC Corp
Borders
$1.6B
1.17%
Borders :
$1.6B
1.17%
3.
Capgemini SE
Prisons
Borders
$282.63M
0.21%
Prisons
Borders :
$282.63M
0.21%
4.
RELX PLC
Borders
$266.43M
0.2%
Borders :
$266.43M
0.2%
5.
HSBC Holdings PLC
Prisons
Borders
$177.56M
0.13%
Prisons
Borders :
$177.56M
0.13%
6.
Chocoladefabriken Lindt & Spruengli AG Ordinary Shares - Non Voting
Prisons
$149.23M
0.11%
Prisons
$149.23M
0.11%
7.
Thales
Borders
$30.67M
0.02%
Borders :
$30.67M
0.02%
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