Empower Large Cap Value Fund
Shareclass
Empower Large Cap Value Inv (MXEQX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Empower Large Cap Value Fund
FUND COVERAGE
# of holdings158
% 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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. AstraZeneca PLC ADR0.93%$15.16M
- 2. Sanofi SA0.93%$15.18M
- 3. Sanofi SA ADR0.12%$1.89M
- 4. Procter & Gamble Co1.5%$24.54M
- 5. Biogen Inc0.13%$2.14M
- 6. Bank of America Corp1.73%$28.32M
- 7. Citigroup Inc2.62%$42.96M
- 8. Philip Morris International Inc2.27%$37.28M
- 9. Hilton Worldwide Holdings Inc0.66%$10.78M
- 10. Shell PLC0.62%$10.17M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Corebridge Financial Inc0.23%$3.85M
- 2. Charter Communications Inc Class A0.48%$7.79M
- 3. CF Industries Holdings Inc0.69%$11.38M
- 4. South Bow Corp0.21%$3.41M
- 5. Tyson Foods Inc Class A0.39%$6.41M
- 6. NextEra Energy Inc1.25%$20.53M
- 7. Marvell Technology Inc0.16%$2.58M
- 8. Charles Schwab Corp1.9%$31.14M
- 9. Loews Corp0.48%$7.94M
- 10. International Paper Co0.65%$10.66M
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 Empower Large Cap Value Fund
Totals
Holdings
Assets
Weight
Prisons
11
$176.61M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
12
$209.66M
13%
Borders high risk
3
$40.65M
2.48%
Total
18
$264.42M
16%
Holdings — 18 flagged holdings
1.
Amazon.com Inc
:$35.14M
2.14%
2.
Microsoft Corp
:$33.28M
2.03%
3.
Alphabet Inc Class A
:$30.78M
1.88%
4.
Walmart Inc
$25.09M
1.53%
5.
Accenture PLC Class A
:$19.52M
1.19%
6.
Thermo Fisher Scientific Inc
:$17.71M
1.08%
7.
RTX Corp
:$15.21M
0.93%
8.
Elevance Health Inc
$14.91M
0.91%
9.
General Motors Co
:$14.9M
0.91%
10.
L3Harris Technologies Inc
:$14.32M
0.87%
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.
Empower Large Cap Value Fund MXEQX
Environment
Social
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