American Funds The Investment Company of America®
Shareclass
American Funds Invmt Co of Amer R5E (RICHX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund American Funds The Investment Company of America®
FUND COVERAGE
# of holdings197
% of assets94%
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
27 / 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
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC0.19%$313.97M
- 2. Sanofi SA0.07%$113.79M
- 3. Procter & Gamble Co0.13%$222.26M
- 4. Novo Nordisk AS Class B0.72%$1.2B
- 5. Dow Inc0.18%$291.28M
- 6. Marriott International Inc Class A0.1%$166.55M
- 7. Takeda Pharmaceutical Co Ltd0.1%$160.25M
- 8. Welltower Inc0.41%$687.51M
- 9. BAE Systems PLC0.19%$309.15M
- 10. Mondelez International Inc Class A0.45%$745.9M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.31%$512.53M
- 2. FTAI Aviation Ltd0.19%$315.43M
- 3. Carvana Co Class A0.08%$124.7M
- 4. Heico Corp0.03%$50.17M
- 5. Roblox Corp Ordinary Shares - Class A0.08%$125.06M
- 6. Strategy Inc Class A0.13%$215.84M
- 7. Strategy 10% PRF PERPETUAL USD 100 - Ser A0.02%$32.97M
- 8. Canadian Natural Resources Ltd0.31%$518.34M
- 9. Blue Owl Capital Inc Ordinary Shares - Class A0.13%$210.47M
- 10. Charter Communications Inc Class A0.12%$200.32M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund American Funds The Investment Company of America®
Totals
Holdings
Assets
Weight
Prisons
7
$25.38B
15%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
13
$32.62B
20%
Borders high risk
4
$4.08B
2.46%
Total
16
$33.48B
20%
Holdings — 16 flagged holdings
1.
Microsoft Corp
:$12.53B
7.55%
2.
Amazon.com Inc
:$6.31B
3.8%
3.
Alphabet Inc Class C
:$3.12B
1.88%
4.
RTX Corp
:$2.59B
1.56%
5.
Alphabet Inc Class A
:$2.57B
1.55%
6.
Salesforce Inc
:$1.7B
1.02%
7.
Accenture PLC Class A
:$1.03B
0.62%
8.
Thermo Fisher Scientific Inc
:$765.56M
0.46%
9.
General Dynamics Corp
:$658.28M
0.4%
10.
Northrop Grumman Corp
:$512.29M
0.31%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Funds The Investment Company of America® RICHX
Environment
Social
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