Boston Trust Walden International Equity Fund

Shareclass
Boston Trust Walden International Eq (WIEFX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Boston Trust Walden International Equity Fund

FUND COVERAGE
# of holdings65
% of assets98%
Score
58 / 100
Rank

78.6 percentile

Group: International Equity

Rank: #236 out of 1,099

Grade
B

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

13 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 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. National Bank of Canada
         % of fund invested: 1.67%
         $USD invested: $4.3M
  • 2. Allianz SE
         % of fund invested: 1.41%
         $USD invested: $3.64M
  • 3. National Grid PLC
         % of fund invested: 1.57%
         $USD invested: $4.05M
  • 4. Publicis Groupe SA
         % of fund invested: 1.86%
         $USD invested: $4.8M
  • 5. Westpac Banking Corp
         % of fund invested: 1.42%
         $USD invested: $3.66M
  • 6. Novo Nordisk AS Class B
         % of fund invested: 1.42%
         $USD invested: $3.67M
  • 7. L'Oreal SA
         % of fund invested: 0.87%
         $USD invested: $2.24M
  • 8. Merck KGaA
         % of fund invested: 1.63%
         $USD invested: $4.19M
  • 9. Unilever PLC
         % of fund invested: 2.53%
         $USD invested: $6.51M
  • 10. Schneider Electric SE
         % of fund invested: 2.1%
         $USD invested: $5.41M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Tourmaline Oil Corp
         % of fund invested: 1%
         $USD invested: $2.59M
  • 2. Toyota Motor Corp
         % of fund invested: 2.11%
         $USD invested: $5.45M
  • 3. Nitto Denko Corp
         % of fund invested: 1.79%
         $USD invested: $4.6M
  • 4. Tenaris SA
         % of fund invested: 0.62%
         $USD invested: $1.6M
  • 5. Mitsubishi Estate Co Ltd
         % of fund invested: 1.05%
         $USD invested: $2.71M
  • 6. Inpex Corp
         % of fund invested: 1.35%
         $USD invested: $3.48M
  • 7. Sysmex Corp
         % of fund invested: 1.2%
         $USD invested: $3.1M
  • 8. Kakaku.com Inc
         % of fund invested: 0.87%
         $USD invested: $2.24M
  • 9. Sino Land Co Ltd
         % of fund invested: 0.88%
         $USD invested: $2.26M
  • 10. Nomura Research Institute Ltd
         % of fund invested: 1.73%
         $USD invested: $4.45M

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 Boston Trust Walden International Equity Fund

Totals

Holdings
Assets
Weight
Prisons
1
$2.11M
0.82%
     Prisons high risk
1
$2.11M
0.82%
     Private prisons
0
$0
0%
Borders
1
$3.36M
1.3%
     Borders high risk
0
$0
0%
Total
2
$5.48M
2.12%
Full fund results

Holdings — 2 flagged holdings

1.
RELX PLC
Borders
$3.36M
1.3%
Borders :
$3.36M
1.3%
2.
NICE Ltd
Prisons
$2.11M
0.82%
Prisons
$2.11M
0.82%
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