BlackRock Equity Dividend Fund

Shareclass
BlackRock Equity Dividend Instl (MADVX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund BlackRock Equity Dividend Fund

FUND COVERAGE
# of holdings87
% of assets91%
Score
57 / 100
Rank

91.0 percentile

Group: U.S. Large Cap Equity

Rank: #132 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

29 / 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. AstraZeneca PLC
         % of fund invested: 0.65%
         $USD invested: $122.05M
  • 2. Sanofi SA
         % of fund invested: 0.99%
         $USD invested: $187.9M
  • 3. BP PLC
         % of fund invested: 2.3%
         $USD invested: $435.12M
  • 4. Bank of America Corp
         % of fund invested: 1.17%
         $USD invested: $221.13M
  • 5. WPP PLC
         % of fund invested: 0.64%
         $USD invested: $120.75M
  • 6. Citigroup Inc
         % of fund invested: 3.48%
         $USD invested: $657.99M
  • 7. Willis Towers Watson PLC
         % of fund invested: 1.74%
         $USD invested: $328.24M
  • 8. Shell PLC
         % of fund invested: 1.82%
         $USD invested: $343.75M
  • 9. Wells Fargo & Co
         % of fund invested: 3.28%
         $USD invested: $619.81M
  • 10. JPMorgan Chase & Co
         % of fund invested: 1.21%
         $USD invested: $229.73M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Stag Industrial Inc
         % of fund invested: 0.43%
         $USD invested: $80.72M
  • 2. The Carlyle Group Inc
         % of fund invested: 0.9%
         $USD invested: $169.68M
  • 3. SS&C Technologies Holdings Inc
         % of fund invested: 2.78%
         $USD invested: $525.87M
  • 4. Fidelity National Financial Inc
         % of fund invested: 1.05%
         $USD invested: $199.41M
  • 5. Sealed Air Corp
         % of fund invested: 1.02%
         $USD invested: $192.38M
  • 6. Charles Schwab Corp
         % of fund invested: 0.79%
         $USD invested: $149.16M
  • 7. CSX Corp
         % of fund invested: 0.36%
         $USD invested: $68.68M
  • 8. Barrick Mining Corp
         % of fund invested: 0.62%
         $USD invested: $117.18M
  • 9. Western Digital Corp
         % of fund invested: 1.04%
         $USD invested: $196.92M
  • 10. Cognizant Technology Solutions Corp Class A
         % of fund invested: 0.81%
         $USD invested: $153.64M

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 BlackRock Equity Dividend Fund

Totals

Holdings
Assets
Weight
Prisons
6
$1.9B
10%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
10
$2.11B
11%
     Borders high risk
6
$868.93M
4.59%
Total
12
$2.76B
15%
Full fund results

Holdings — 12 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$471.39M
2.49%
Prisons
Borders :
$471.39M
2.49%
2.
Cardinal Health Inc
Prisons
$413.8M
2.19%
Prisons
$413.8M
2.19%
3.
Microsoft Corp
Prisons
Borders
$365.14M
1.93%
Prisons
Borders :
$365.14M
1.93%
4.
Elevance Health Inc
Prisons
$242.8M
1.28%
Prisons
$242.8M
1.28%
5.
Alphabet Inc Class C
Prisons
Borders
$240.81M
1.27%
Prisons
Borders :
$240.81M
1.27%
6.
L3Harris Technologies Inc
Borders
$197.3M
1.04%
Borders :
$197.3M
1.04%
7.
Leidos Holdings Inc
Borders
$185.57M
0.98%
Borders :
$185.57M
0.98%
8.
The Carlyle Group Inc
Borders
$169.68M
0.9%
Borders :
$169.68M
0.9%
9.
General Motors Co
Prisons
Borders
$161.96M
0.86%
Prisons
Borders :
$161.96M
0.86%
10.
Airbus SE
Borders
$112.51M
0.59%
Borders :
$112.51M
0.59%
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