Capital Income Builder
Shareclass
Capital Income Builder Class C (CIBCX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Capital Income Builder
FUND COVERAGE
# of holdings245
% of assets73%
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
10 / 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 Canada0.09%$107.32M
- 2. Transurban Group0.07%$85.06M
- 3. Allianz SE0.08%$93.47M
- 4. AstraZeneca PLC1.21%$1.51B
- 5. Standard Chartered PLC0.09%$106.85M
- 6. GSK PLC0.07%$83.2M
- 7. National Grid PLC0.44%$548.83M
- 8. Publicis Groupe SA0.34%$426.4M
- 9. NatWest Group PLC0.94%$1.18B
- 10. Sanofi SA0.52%$645.19M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Houlihan Lokey Inc0.03%$32.13M
- 2. Brookfield Infrastructure Partners LP0.15%$185.36M
- 3. PACCAR Inc0.09%$108.53M
- 4. Canadian Natural Resources Ltd1.08%$1.35B
- 5. Blackstone Inc0.06%$75.51M
- 6. TPG Inc0.19%$232.31M
- 7. South Bow Corp0.26%$328.33M
- 8. WH Group Ltd0.14%$171.26M
- 9. SOUTHSTATE BANK CORP0.06%$80.74M
- 10. Mitsubishi Corp0.35%$437.98M
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 Capital Income Builder
Totals
Holdings
Assets
Weight
Prisons
6.0
$2.94B
2.36%
Prisons high risk
1.0
$107.07M
0.09%
Private prisons
0.0
$0
0%
Borders
10.0
$6.68B
5.36%
Borders high risk
5.0
$3.28B
2.63%
Total
13.0
$7.87B
6.31%
Holdings — 13 flagged holdings
1.
RTX Corp
:$2.39B
1.92%
2.
Microsoft Corp
:$1.52B
1.22%
3.
Accenture PLC
:$902.75M
0.72%
4.
McDonald's Corp
$620.43M
0.5%
5.
AT&T Inc
:$482M
0.39%
6.
Yum! Brands Inc
$403.31M
0.32%
7.
RELX PLC
:$366.94M
0.29%
8.
Northrop Grumman Corp
:$323.71M
0.26%
9.
Lockheed Martin Corp
:$261.02M
0.21%
10.
Airbus SE
:$198.23M
0.16%
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.
Capital Income Builder CIBCX
Environment
Social
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