Empower S&P Mid Cap 400® Index Fund

Shareclass
Empower S&P Mid Cap 400® Index L (MXBUX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Empower S&P Mid Cap 400® Index Fund

FUND COVERAGE
# of holdings397
% of assets98%
Score
43 / 100
Rank

59.4 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #441 out of 1,085

Grade
C

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

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. New York Times Co Class A
         % of fund invested: 0.31%
         $USD invested: $4.14M
  • 2. VF Corp
         % of fund invested: 0.13%
         $USD invested: $1.77M
  • 3. Coty Inc Class A
         % of fund invested: 0.05%
         $USD invested: $717,118
  • 4. Science Applications International Corp
         % of fund invested: 0.18%
         $USD invested: $2.42M
  • 5. Jones Lang LaSalle Inc
         % of fund invested: 0.41%
         $USD invested: $5.53M
  • 6. WEX Inc
         % of fund invested: 0.17%
         $USD invested: $2.29M
  • 7. Alcoa Corp
         % of fund invested: 0.26%
         $USD invested: $3.48M
  • 8. The Wendy's Co Class A
         % of fund invested: 0.06%
         $USD invested: $802,563
  • 9. Neurocrine Biosciences Inc
         % of fund invested: 0.42%
         $USD invested: $5.67M
  • 10. NNN REIT Inc
         % of fund invested: 0.27%
         $USD invested: $3.7M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. EchoStar Corp Class A
         % of fund invested: 0.12%
         $USD invested: $1.63M
  • 2. GameStop Corp Class A
         % of fund invested: 0.34%
         $USD invested: $4.52M
  • 3. RBC Bearings Inc
         % of fund invested: 0.41%
         $USD invested: $5.49M
  • 4. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 0.17%
         $USD invested: $2.28M
  • 5. Chewy Inc
         % of fund invested: 0.32%
         $USD invested: $4.27M
  • 6. Silgan Holdings Inc
         % of fund invested: 0.15%
         $USD invested: $2.01M
  • 7. Mueller Industries Inc
         % of fund invested: 0.3%
         $USD invested: $4.01M
  • 8. Matador Resources Co
         % of fund invested: 0.19%
         $USD invested: $2.53M
  • 9. Houlihan Lokey Inc Class A
         % of fund invested: 0.33%
         $USD invested: $4.41M
  • 10. Celsius Holdings Inc
         % of fund invested: 0.25%
         $USD invested: $3.32M

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 Empower S&P Mid Cap 400® Index Fund

Totals

Holdings
Assets
Weight
Prisons
7
$20.04M
1.49%
     Prisons high risk
1
$5M
0.37%
     Private prisons
0
$0
0%
Borders
9
$33.09M
2.46%
     Borders high risk
4
$15.24M
1.13%
Total
12
$36.09M
2.68%
Full fund results

Holdings — 12 flagged holdings

1.
Aramark
Prisons
Borders
$5M
0.37%
Prisons
Borders :
$5M
0.37%
2.
The Carlyle Group Inc
Borders
$4.99M
0.37%
Borders :
$4.99M
0.37%
3.
First Horizon Corp
Prisons
Borders
$4.9M
0.36%
Prisons
Borders :
$4.9M
0.36%
4.
CACI International Inc Class A
Borders
$4.78M
0.36%
Borders :
$4.78M
0.36%
5.
Pinnacle Financial Partners Inc
Prisons
Borders
$3.87M
0.29%
Prisons
Borders :
$3.87M
0.29%
6.
Synovus Financial Corp
Prisons
Borders
$3.28M
0.24%
Prisons
Borders :
$3.28M
0.24%
7.
KBR Inc
Borders
$2.83M
0.21%
Borders :
$2.83M
0.21%
8.
Science Applications International Corp
Borders
$2.42M
0.18%
Borders :
$2.42M
0.18%
9.
The Western Union Co
Prisons
$1.27M
0.09%
Prisons
$1.27M
0.09%
10.
Polaris Inc
Borders
$1.03M
0.08%
Borders :
$1.03M
0.08%
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