FI Institutional Group Stock Fund for Retirement Plans
Shareclass
FI Instl Group Stock for Ret Plns (QDISX)
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 Stock Fund for Retirement Plans
FUND COVERAGE
# of holdings101
% of assets89%
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
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 PLC0.94%$3,309
- 2. GSK PLC1%$3,494
- 3. Westpac Banking Corp0.79%$2,759
- 4. NatWest Group PLC0.69%$2,427
- 5. Procter & Gamble Co0.92%$3,227
- 6. Novartis AG Registered Shares1.11%$3,900
- 7. BNP Paribas Act. Cat.A0.6%$2,089
- 8. BHP Group Ltd0.21%$732
- 9. BP PLC0.41%$1,420
- 10. Bank of America Corp0.84%$2,941
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Hudbay Minerals Inc1%$3,517
- 2. Invesco Ltd0.34%$1,193
- 3. Lundin Mining Corp0.89%$3,104
- 4. Mitsubishi Corp1.09%$3,821
- 5. Mitsubishi Heavy Industries Ltd0.97%$3,410
- 6. Fanuc Corp ADR0.4%$1,416
- 7. Jefferies Financial Group Inc0.47%$1,636
- 8. AeroVironment Inc1.53%$5,353
- 9. SMC Corp ADR0.44%$1,525
- 10. YASKAWA Electric Corp ADR0.22%$764
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 Stock Fund for Retirement Plans
Totals
Holdings
Assets
Weight
Prisons
5
$29,354
8.38%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$33,392
9.53%
Borders high risk
1
$2,677
0.76%
Total
9
$40,498
12%
Holdings — 9 flagged holdings
1.
Microsoft Corp
:$10,877
3.1%
2.
Alphabet Inc Class A
:$6,321
1.8%
3.
AeroVironment Inc
:$5,353
1.53%
4.
Amazon.com Inc
:$5,050
1.44%
5.
Walmart Inc
$4,329
1.24%
6.
Costco Wholesale Corp
$2,777
0.79%
7.
RTX Corp
:$2,677
0.76%
8.
Salesforce Inc
:$1,659
0.47%
9.
Thermo Fisher Scientific Inc
:$1,455
0.42%
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 Stock Fund for Retirement Plans QDISX
Environment
Social
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