Carillon Eagle Growth & Income Fund
Shareclass
Carillon Eagle Growth & Income A (HRCVX)
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 Carillon Eagle Growth & Income Fund
FUND COVERAGE
# of holdings44
% of assets100%
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
20 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC ADR1.9%$10.2M
- 2. Procter & Gamble Co3.27%$17.58M
- 3. Bank of America Corp1.57%$8.42M
- 4. Mondelez International Inc Class A1.78%$9.53M
- 5. JPMorgan Chase & Co4.92%$26.43M
- 6. Wells Fargo & Co2.11%$11.32M
- 7. Accenture PLC Class A1.79%$9.62M
- 8. The Goldman Sachs Group Inc3.17%$17.03M
- 9. Microsoft Corp4.97%$26.67M
- 10. BlackRock Inc2.58%$13.86M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Dick's Sporting Goods Inc1.29%$6.9M
- 2. NextEra Energy Inc1.45%$7.79M
- 3. Broadcom Inc3.44%$18.44M
- 4. The Home Depot Inc2.18%$11.73M
- 5. Medtronic PLC2.54%$13.66M
- 6. Tractor Supply Co1.46%$7.85M
- 7. Emerson Electric Co1.8%$9.68M
- 8. Analog Devices Inc2.28%$12.26M
- 9. Oracle Corp1.85%$9.94M
- 10. RTX Corp3.07%$16.5M
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 Carillon Eagle Growth & Income Fund
Totals
Holdings
Assets
Weight
Prisons
2
$44.61M
8.31%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$63.05M
12%
Borders high risk
1
$16.5M
3.07%
Total
5
$80.99M
15%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$26.67M
4.97%
2.
McDonald's Corp
$17.93M
3.34%
3.
RTX Corp
:$16.5M
3.07%
4.
AT&T Inc
:$10.26M
1.91%
5.
Accenture PLC Class A
:$9.62M
1.79%
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.
Carillon Eagle Growth & Income Fund HRCVX
Environment
Social
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