Blue Current Global Dividend Fund
Shareclass
Blue Current Global Dividend Instl (BCGDX)
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 Blue Current Global Dividend Fund
FUND COVERAGE
# of holdings37
% of assets93%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada3.12%$2.8M
- 2. Allianz SE1.98%$1.78M
- 3. Allianz SE ADR1.23%$1.1M
- 4. AstraZeneca PLC ADR2.74%$2.46M
- 5. BNP Paribas Act. Cat.A2.44%$2.19M
- 6. Danone SA3.02%$2.71M
- 7. Unilever PLC ADR2.69%$2.41M
- 8. Shell PLC ADR (Representing - Ordinary Shares)3.05%$2.74M
- 9. JPMorgan Chase & Co3.23%$2.9M
- 10. Johnson & Johnson2.86%$2.56M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Dick's Sporting Goods Inc2.42%$2.17M
- 2. Hitachi Ltd ADR2.42%$2.17M
- 3. Broadcom Inc3.7%$3.32M
- 4. Norfolk Southern Corp2.22%$1.99M
- 5. Daikin Industries Ltd1.41%$1.26M
- 6. Targa Resources Corp2.35%$2.11M
- 7. Qualcomm Inc1.86%$1.67M
- 8. Mitsubishi UFJ Financial Group Inc ADR3.02%$2.71M
- 9. HCA Healthcare Inc2.71%$2.43M
- 10. Truist Financial Corp2.24%$2.01M
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 Blue Current Global Dividend Fund
Totals
Holdings
Assets
Weight
Prisons
2
$4.43M
4.94%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$10.82M
12%
Borders high risk
1
$4.17M
4.65%
Total
5
$12.5M
14%
Holdings — 5 flagged holdings
1.
RTX Corp
:$4.17M
4.65%
2.
Microsoft Corp
:$2.75M
3.06%
3.
RELX PLC ADR
:$2.01M
2.24%
4.
Thales
:$1.89M
2.11%
5.
Walmart Inc
$1.68M
1.88%
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.
Blue Current Global Dividend Fund BCGDX
Environment
Social
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