ELFUN TRUSTS - Elfun
Shareclass
ELFUN TRUSTS (elfnx)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund ELFUN TRUSTS - Elfun
FUND COVERAGE
# of holdings41
% of assets99%
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
10 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp1.85%$83.94M
- 2. Mastercard Inc0.84%$38.15M
- 3. JPMorgan Chase & Co2.61%$118.6M
- 4. Uber Technologies Inc1.42%$64.4M
- 5. Johnson & Johnson2.02%$91.8M
- 6. Goldman Sachs Group Inc/The1.7%$77.33M
- 7. Microsoft Corp8.06%$366.01M
- 8. S&P Global Inc2.01%$91.45M
- 9. Salesforce Inc1.62%$73.36M
- 10. Exxon Mobil Corp1.89%$85.95M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Martin Marietta Materials Inc1.15%$52.16M
- 2. Broadcom Inc3.19%$144.92M
- 3. BJ's Wholesale Club Holdings Inc1.61%$72.88M
- 4. Synopsys Inc1.52%$69.1M
- 5. Applied Materials Inc1.71%$77.45M
- 6. Parker-Hannifin Corp1.29%$58.43M
- 7. United Rentals Inc1.22%$55.38M
- 8. Home Depot Inc/The1.7%$77.32M
- 9. Waste Management Inc1.63%$73.91M
- 10. Linde PLC1.51%$68.61M
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 ELFUN TRUSTS - Elfun
Totals
Holdings
Assets
Weight
Prisons
5.0
$1.05B
23%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
6.0
$1.12B
25%
Borders high risk
0.0
$0
0%
Total
6.0
$1.12B
25%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$366.01M
8.06%
2.
Amazon.com Inc
:$249.65M
5.5%
3.
Alphabet Inc
:$204.78M
4.51%
4.
Alphabet Inc
:$143.16M
3.15%
5.
Thermo Fisher Scientific Inc
:$81.5M
1.79%
6.
Salesforce Inc
:$73.36M
1.62%
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.
ELFUN TRUSTS - Elfun elfnx
Environment
Social
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