CREF Stock Account

Shareclass
CREF Stock Account (R2) (QCSTPX)
Type
Variable annuity

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund CREF Stock Account

FUND COVERAGE
# of holdings3,268
% of assets86%
Score
55 / 100
Rank

83.9 percentile

Group: Allocation

Rank: #106 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

26 / 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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. National Bank of Canada
         % of fund invested: 0.02%
         $USD invested: $25.43M
  • 2. Transurban Group
         % of fund invested: 0.02%
         $USD invested: $21.84M
  • 3. GPT Group
         % of fund invested: <0.01%
         $USD invested: $4.41M
  • 4. QBE Insurance Group Ltd
         % of fund invested: 0.01%
         $USD invested: $16.01M
  • 5. Allianz SE
         % of fund invested: 0.08%
         $USD invested: $99.59M
  • 6. International Flavors & Fragrances Inc
         % of fund invested: <0.01%
         $USD invested: $11.79M
  • 7. AstraZeneca PLC
         % of fund invested: 0.22%
         $USD invested: $285.2M
  • 8. AstraZeneca PLC ADR
         % of fund invested: 0.02%
         $USD invested: $23.45M
  • 9. Qantas Airways Ltd
         % of fund invested: <0.01%
         $USD invested: $3.07M
  • 10. ASX Ltd
         % of fund invested: <0.01%
         $USD invested: $7.16M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Tamboran Resources Ltd
         % of fund invested: <0.01%
         $USD invested: $5.8M
  • 2. METRO AG
         % of fund invested: <0.01%
         $USD invested: $434,239
  • 3. Poseidon Concepts Corp
         % of fund invested: <0.01%
         $USD invested: $732
  • 4. Trada Alam Minera Tbk PT
         % of fund invested: <0.01%
         $USD invested: $3
  • 5. GRAIL Inc
         % of fund invested: <0.01%
         $USD invested: $1.31M
  • 6. Red Rock Resorts Inc Class A
         % of fund invested: <0.01%
         $USD invested: $1,211
  • 7. TG Therapeutics Inc
         % of fund invested: <0.01%
         $USD invested: $11.16M
  • 8. TKO Group Holdings Inc
         % of fund invested: <0.01%
         $USD invested: $4.91M
  • 9. Rithm Capital Corp
         % of fund invested: <0.01%
         $USD invested: $3.81M
  • 10. EchoStar Corp Class A
         % of fund invested: <0.01%
         $USD invested: $4,708

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 Stock Account

Totals

Holdings
Assets
Weight
Prisons
47
$15.45B
12%
     Prisons high risk
17
$283.04M
0.22%
     Private prisons
5
$17.25M
0.01%
Borders
55
$14.73B
12%
     Borders high risk
29
$1.06B
0.84%
Total
81
$17.87B
14%
Full fund results

Holdings — 81 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$5.65B
4.45%
Prisons
Borders :
$5.65B
4.45%
2.
Amazon.com Inc
Prisons
Borders
$3.28B
2.59%
Prisons
Borders :
$3.28B
2.59%
3.
Alphabet Inc Class C
Prisons
Borders
$1.47B
1.16%
Prisons
Borders :
$1.47B
1.16%
4.
Alphabet Inc Class A
Prisons
Borders
$1.43B
1.13%
Prisons
Borders :
$1.43B
1.13%
5.
Berkshire Hathaway Inc Class B
Prisons
$689.72M
0.54%
Prisons
$689.72M
0.54%
6.
Costco Wholesale Corp
Prisons
$675.3M
0.53%
Prisons
$675.3M
0.53%
7.
Walmart Inc
Prisons
$644.7M
0.51%
Prisons
$644.7M
0.51%
8.
Elevance Health Inc
Prisons
$524.2M
0.41%
Prisons
$524.2M
0.41%
9.
Salesforce Inc
Borders
$516.15M
0.41%
Borders :
$516.15M
0.41%
10.
McDonald's Corp
Prisons
$403.28M
0.32%
Prisons
$403.28M
0.32%
More from Invest Your Values
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