CREF Social Choice Account

Shareclass
CREF Social Choice Account (R3) (QCSCIX)
Type
Variable annuity
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund CREF Social Choice Account

FUND COVERAGE
# of holdings504
% of assets59%
Score
57 / 100
Rank

97.7 percentile

Group: Allocation

Rank: #16 out of 653

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: 0.08%
         $USD invested: $16.93M
  • 2. GPT Group
         % of fund invested: <0.01%
         $USD invested: $1.84M
  • 3. QBE Insurance Group Ltd
         % of fund invested: 0.07%
         $USD invested: $14.85M
  • 4. Allianz SE
         % of fund invested: 0.17%
         $USD invested: $35.73M
  • 5. International Flavors & Fragrances Inc
         % of fund invested: <0.01%
         $USD invested: $66,837
  • 6. Standard Chartered PLC
         % of fund invested: 0.07%
         $USD invested: $15.55M
  • 7. GSK PLC
         % of fund invested: 0.13%
         $USD invested: $27.67M
  • 8. National Grid PLC
         % of fund invested: 0.11%
         $USD invested: $23.17M
  • 9. Publicis Groupe SA
         % of fund invested: 0.08%
         $USD invested: $16.24M
  • 10. Stockland Corp Ltd
         % of fund invested: <0.01%
         $USD invested: $18,292
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Brookfield Infrastructure Partners LP 5.125% PRF PERPETUAL USD 25 - Ser 13
         % of fund invested: 0.04%
         $USD invested: $9.09M
  • 2. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 0.16%
         $USD invested: $34.76M
  • 3. Roku Inc Class A
         % of fund invested: <0.01%
         $USD invested: $72,875
  • 4. Steel Dynamics Inc
         % of fund invested: 0.17%
         $USD invested: $37.1M
  • 5. Charter Communications Inc Class A
         % of fund invested: 0.12%
         $USD invested: $25.57M
  • 6. NVR Inc
         % of fund invested: <0.01%
         $USD invested: $75,886
  • 7. SECOM Co Ltd
         % of fund invested: 0.02%
         $USD invested: $4.5M
  • 8. SG Holdings Co Ltd Ordinary Shares
         % of fund invested: <0.01%
         $USD invested: $924,735
  • 9. Kikkoman Corp
         % of fund invested: 0.05%
         $USD invested: $9.99M
  • 10. LKQ Corp
         % of fund invested: 0.06%
         $USD invested: $11.72M

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 CREF Social Choice Account

Totals

Holdings
Assets
Weight
Prisons
13
$1.08B
5.07%
     Prisons high risk
4
$37.29M
0.17%
     Private prisons
1
$10.76M
0.05%
Borders
11
$974.54M
4.57%
     Borders high risk
3
$26.53M
0.12%
Total
19
$1.27B
5.96%
Full fund results

Holdings — 19 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$710.77M
3.33%
Prisons
Borders :
$710.77M
3.33%
2.
Salesforce Inc
Borders
$108.46M
0.51%
Borders :
$108.46M
0.51%
3.
McDonald's Corp
Prisons
$92.68M
0.43%
Prisons
$92.68M
0.43%
4.
Elevance Health Inc
Prisons
$83.14M
0.39%
Prisons
$83.14M
0.39%
5.
HSBC Holdings PLC
Prisons
Borders
$47.74M
0.22%
Prisons
Borders :
$47.74M
0.22%
6.
Target Corp
Prisons
$45.77M
0.21%
Prisons
$45.77M
0.21%
7.
RELX PLC
Borders
$30.93M
0.15%
Borders :
$30.93M
0.15%
8.
The Kroger Co
Prisons
$30.22M
0.14%
Prisons
$30.22M
0.14%
9.
Axon Enterprise Inc
Prisons
Borders
$26.12M
0.12%
Prisons
Borders :
$26.12M
0.12%
10.
Honda Motor Co Ltd
Borders
$22.26M
0.1%
Borders :
$22.26M
0.1%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer