FI Institutional Group ESG Stock Fund for Retirement Plans
Shareclass
FI Instl ESG Stck Fd for Ret Plns (QDVSX)
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 FI Institutional Group ESG Stock Fund for Retirement Plans
FUND COVERAGE
# of holdings95
% of assets88%
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
12 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 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 PLC0.82%$2,857
- 2. Westpac Banking Corp0.79%$2,759
- 3. NatWest Group PLC0.46%$1,621
- 4. Procter & Gamble Co0.88%$3,073
- 5. Novartis AG Registered Shares0.83%$2,894
- 6. BNP Paribas Act. Cat.A0.96%$3,360
- 7. BP PLC1.1%$3,865
- 8. Bank of America Corp0.83%$2,889
- 9. Fortescue Ltd0.4%$1,397
- 10. Unilever PLC0.44%$1,544
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Hudbay Minerals Inc0.68%$2,394
- 2. Invesco Ltd0.81%$2,845
- 3. Lundin Mining Corp0.43%$1,492
- 4. Mitsubishi Corp0.68%$2,388
- 5. Fanuc Corp ADR0.38%$1,316
- 6. Jefferies Financial Group Inc0.37%$1,308
- 7. Hitachi Ltd0.76%$2,658
- 8. YASKAWA Electric Corp ADR0.33%$1,146
- 9. Daifuku Co Ltd ADR0.29%$1,018
- 10. PTC Therapeutics Inc0.25%$859
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 FI Institutional Group ESG Stock Fund for Retirement Plans
Totals
Holdings
Assets
Weight
Prisons
5
$28,064
8.02%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$26,547
7.59%
Borders high risk
0
$0
0%
Total
7
$31,900
9.12%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$10,877
3.11%
2.
Alphabet Inc Class A
:$6,564
1.88%
3.
Amazon.com Inc
:$5,270
1.51%
4.
Costco Wholesale Corp
$2,777
0.79%
5.
Walmart Inc
$2,576
0.74%
6.
Thermo Fisher Scientific Inc
:$1,940
0.55%
7.
Salesforce Inc
:$1,896
0.54%
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.
FI Institutional Group ESG Stock Fund for Retirement Plans QDVSX
Environment
Social
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