College Retirement Equities Fund - Responsible Balanced Account - TIAA Investments/Nuveen

Shareclass
College Retirement Equities Fund - Responsible Balanced Account Class R1 (QCSCRX)
Type
Variable annuity
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund College Retirement Equities Fund - Responsible Balanced Account - TIAA Investments/Nuveen

FUND COVERAGE
# of holdings468
% of assets60%
Score
57 / 100
Rank

96.3 percentile

Group: Allocation

Rank: #25 out of 651

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

27 / 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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Transurban Group
         % of fund invested: 0.07%
         $USD invested: $16.1M
  • 2. QBE Insurance Group Ltd
         % of fund invested: 0.06%
         $USD invested: $12.98M
  • 3. Allianz SE
         % of fund invested: 0.22%
         $USD invested: $48.22M
  • 4. International Flavors & Fragrances Inc
         % of fund invested: <0.01%
         $USD invested: $262,821
  • 5. AstraZeneca PLC
         % of fund invested: 0.25%
         $USD invested: $54.62M
  • 6. ASX Ltd
         % of fund invested: <0.01%
         $USD invested: $2M
  • 7. Standard Chartered PLC
         % of fund invested: 0.12%
         $USD invested: $25.55M
  • 8. CAR Group Ltd
         % of fund invested: <0.01%
         $USD invested: $225,806
  • 9. National Grid PLC
         % of fund invested: 0.12%
         $USD invested: $25.69M
  • 10. Publicis Groupe SA
         % of fund invested: 0.07%
         $USD invested: $14.55M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Carvana Co
         % of fund invested: <0.01%
         $USD invested: $511,488
  • 2. ROBLOX Corp
         % of fund invested: <0.01%
         $USD invested: $746,124
  • 3. Old Dominion Freight Line Inc
         % of fund invested: 0.15%
         $USD invested: $32.36M
  • 4. Steel Dynamics Inc
         % of fund invested: <0.01%
         $USD invested: $560,879
  • 5. Charter Communications Inc
         % of fund invested: <0.01%
         $USD invested: $153,640
  • 6. IHI Corp
         % of fund invested: 0.06%
         $USD invested: $13.72M
  • 7. NVR Inc
         % of fund invested: <0.01%
         $USD invested: $72,927
  • 8. Trade Desk Inc/The
         % of fund invested: 0.08%
         $USD invested: $16.98M
  • 9. Secom Co Ltd
         % of fund invested: 0.02%
         $USD invested: $4.91M
  • 10. Kikkoman Corp
         % of fund invested: 0.01%
         $USD invested: $2.23M

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 College Retirement Equities Fund - Responsible Balanced Account - TIAA Investments/Nuveen

Totals

Holdings
Assets
Weight
Prisons
14.0
$902.73M
4.2%
     Prisons high risk
3.0
$43.3M
0.2%
     Private prisons
0.0
$0
0%
Borders
12.0
$1.07B
4.97%
     Borders high risk
2.0
$42.98M
0.2%
Total
20.0
$1.19B
5.55%
Full fund results

Holdings — 20 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$646.04M
3.01%
Prisons
Borders :
$646.04M
3.01%
2.
Salesforce Inc
Borders
$105.13M
0.49%
Borders :
$105.13M
0.49%
3.
Accenture PLC
Borders
$94.16M
0.44%
Borders :
$94.16M
0.44%
4.
McDonald's Corp
Prisons
$87.94M
0.41%
Prisons
$87.94M
0.41%
5.
HSBC Holdings PLC
Prisons
Borders
$68.49M
0.32%
Prisons
Borders :
$68.49M
0.32%
6.
Ingersoll Rand Inc
Borders
$48.06M
0.22%
Borders :
$48.06M
0.22%
7.
Axon Enterprise Inc
Prisons
Borders
$42.9M
0.2%
Prisons
Borders :
$42.9M
0.2%
8.
Target Corp
Prisons
$34.63M
0.16%
Prisons
$34.63M
0.16%
9.
RELX PLC
Borders
$22.35M
0.1%
Borders :
$22.35M
0.1%
10.
NEC Corp
Prisons
Borders
$20.38M
0.09%
Prisons
Borders :
$20.38M
0.09%
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