BlackRock Large Cap Focus Value Fund

Shareclass
BlackRock Large Cap Focus Value Instl (MABAX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund BlackRock Large Cap Focus Value Fund

FUND COVERAGE
# of holdings43
% of assets94%
Score
56 / 100
Rank

82.8 percentile

Group: U.S. Large Cap Equity

Rank: #253 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

8 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Sanofi SA ADR
         % of fund invested: 2.6%
         $USD invested: $48.93M
  • 2. BP PLC ADR
         % of fund invested: 3.31%
         $USD invested: $62.45M
  • 3. Citigroup Inc
         % of fund invested: 3.53%
         $USD invested: $66.51M
  • 4. Shell PLC
         % of fund invested: 3.13%
         $USD invested: $59.06M
  • 5. Wells Fargo & Co
         % of fund invested: 3.79%
         $USD invested: $71.51M
  • 6. Hasbro Inc
         % of fund invested: 2.06%
         $USD invested: $38.8M
  • 7. Exelon Corp
         % of fund invested: 1.99%
         $USD invested: $37.47M
  • 8. General Motors Co
         % of fund invested: 1.58%
         $USD invested: $29.85M
  • 9. British American Tobacco PLC ADR
         % of fund invested: 2.27%
         $USD invested: $42.76M
  • 10. Baxter International Inc
         % of fund invested: 2.59%
         $USD invested: $48.74M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. SS&C Technologies Holdings Inc
         % of fund invested: 3.01%
         $USD invested: $56.78M
  • 2. Fidelity National Financial Inc
         % of fund invested: 1.6%
         $USD invested: $30.2M
  • 3. Sealed Air Corp
         % of fund invested: 1.54%
         $USD invested: $29.03M
  • 4. The Swatch Group AG Bearer Shares
         % of fund invested: 1.53%
         $USD invested: $28.83M
  • 5. Western Digital Corp
         % of fund invested: 3.43%
         $USD invested: $64.64M
  • 6. Sony Group Corp ADR
         % of fund invested: 1.81%
         $USD invested: $34.16M
  • 7. Dollar General Corp
         % of fund invested: 2.52%
         $USD invested: $47.53M
  • 8. First Citizens BancShares Inc Class A
         % of fund invested: 2.68%
         $USD invested: $50.53M
  • 9. Medtronic PLC
         % of fund invested: 2.51%
         $USD invested: $47.26M
  • 10. Intercontinental Exchange Inc
         % of fund invested: 2.24%
         $USD invested: $42.3M

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 Large Cap Focus Value Fund

Totals

Holdings
Assets
Weight
Prisons
5
$205.32M
11%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$164.33M
8.72%
     Borders high risk
1
$30.04M
1.59%
Total
6
$235.36M
12%
Full fund results

Holdings — 6 flagged holdings

1.
Amazon.com Inc
Prisons
Borders
$64.04M
3.4%
Prisons
Borders :
$64.04M
3.4%
2.
Cardinal Health Inc
Prisons
$43.02M
2.28%
Prisons
$43.02M
2.28%
3.
Alphabet Inc Class C
Prisons
Borders
$40.4M
2.14%
Prisons
Borders :
$40.4M
2.14%
4.
L3Harris Technologies Inc
Borders
$30.04M
1.59%
Borders :
$30.04M
1.59%
5.
General Motors Co
Prisons
Borders
$29.85M
1.58%
Prisons
Borders :
$29.85M
1.58%
6.
Elevance Health Inc
Prisons
$28.01M
1.49%
Prisons
$28.01M
1.49%
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