Destinations Large Cap Equity Fund - Brinker Capital Destinations Trust

Shareclass
Destinations Large Cap Equity Fund Class I (DLCFX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Destinations Large Cap Equity Fund - Brinker Capital Destinations Trust

FUND COVERAGE
# of holdings291
% of assets93%
Score
53 / 100
Rank

25.5 percentile

Group: U.S. Large Cap Equity

Rank: #1,026 out of 1,374

Grade
D

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

8 / 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. Procter & Gamble Co/The
         % of fund invested: 0.16%
         $USD invested: $5.57M
  • 2. Boston Scientific Corp
         % of fund invested: 0.07%
         $USD invested: $2.4M
  • 3. Marriott International Inc/MD
         % of fund invested: 0.03%
         $USD invested: $1.09M
  • 4. Bank of America Corp
         % of fund invested: 0.75%
         $USD invested: $26.91M
  • 5. Mondelez International Inc
         % of fund invested: 0.03%
         $USD invested: $1.19M
  • 6. Mastercard Inc
         % of fund invested: 1.08%
         $USD invested: $38.74M
  • 7. Citigroup Inc
         % of fund invested: 0.53%
         $USD invested: $19.13M
  • 8. Philip Morris International Inc
         % of fund invested: 0.11%
         $USD invested: $3.92M
  • 9. Willis Towers Watson PLC
         % of fund invested: 0.56%
         $USD invested: $20.06M
  • 10. JPMorgan Chase & Co
         % of fund invested: 1.13%
         $USD invested: $40.32M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. ROBLOX Corp
         % of fund invested: 0.08%
         $USD invested: $2.87M
  • 2. Lennar Corp
         % of fund invested: 0.38%
         $USD invested: $13.46M
  • 3. Strategy Inc
         % of fund invested: 0.02%
         $USD invested: $744,156
  • 4. Palantir Technologies Inc
         % of fund invested: 0.48%
         $USD invested: $17.37M
  • 5. Brookfield Corp
         % of fund invested: 0.65%
         $USD invested: $23.29M
  • 6. Weatherford International PLC
         % of fund invested: 0.03%
         $USD invested: $1.21M
  • 7. Reddit Inc
         % of fund invested: 0.05%
         $USD invested: $1.7M
  • 8. PACCAR Inc
         % of fund invested: 0.02%
         $USD invested: $864,444
  • 9. Viking Holdings Ltd
         % of fund invested: 0.26%
         $USD invested: $9.4M
  • 10. Blackstone Inc
         % of fund invested: 0.05%
         $USD invested: $1.71M

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 Destinations Large Cap Equity Fund - Brinker Capital Destinations Trust

Totals

Holdings
Assets
Weight
Prisons
22.0
$734.14M
20%
     Prisons high risk
2.0
$18M
0.5%
     Private prisons
0.0
$0
0%
Borders
21.0
$609.08M
17%
     Borders high risk
8.0
$62.27M
1.74%
Total
32.0
$811.59M
23%
Full fund results

Holdings — 32 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$205.54M
5.74%
Prisons
Borders :
$205.54M
5.74%
2.
Alphabet Inc
Prisons
Borders
$127.31M
3.55%
Prisons
Borders :
$127.31M
3.55%
3.
Amazon.com Inc
Prisons
Borders
$115.59M
3.23%
Prisons
Borders :
$115.59M
3.23%
4.
Berkshire Hathaway Inc
Prisons
$101.59M
2.84%
Prisons
$101.59M
2.84%
5.
Costco Wholesale Corp
Prisons
$26.63M
0.74%
Prisons
$26.63M
0.74%
6.
Alphabet Inc
Prisons
Borders
$24.24M
0.68%
Prisons
Borders :
$24.24M
0.68%
7.
Kroger Co/The
Prisons
$19.34M
0.54%
Prisons
$19.34M
0.54%
8.
Palantir Technologies Inc
Borders
$17.37M
0.48%
Borders :
$17.37M
0.48%
9.
Thermo Fisher Scientific Inc
Prisons
Borders
$17.04M
0.48%
Prisons
Borders :
$17.04M
0.48%
10.
L3Harris Technologies Inc
Prisons
Borders
$16.99M
0.47%
Prisons
Borders :
$16.99M
0.47%
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