Fidelity Women's Leadership Fund
Shareclass
Fidelity Women's Leadership (FWOMX)
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 Fidelity Women's Leadership Fund
FUND COVERAGE
# of holdings88
% 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
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. GSK PLC ADR1.07%$1.64M
- 2. Procter & Gamble Co1.01%$1.55M
- 3. UCB SA1.28%$1.95M
- 4. Merck KGaA0.61%$933,124
- 5. Bank of America Corp1.35%$2.07M
- 6. Danone SA1.03%$1.57M
- 7. Mastercard Inc Class A1.28%$1.96M
- 8. Citigroup Inc1%$1.53M
- 9. Hermes International SA0.47%$718,991
- 10. JPMorgan Chase & Co2.17%$3.31M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Ulta Beauty Inc1.09%$1.67M
- 2. NextEra Energy Inc0.89%$1.36M
- 3. Marvell Technology Inc0.79%$1.2M
- 4. Synopsys Inc0.44%$673,477
- 5. Parker Hannifin Corp1.16%$1.77M
- 6. Westinghouse Air Brake Technologies Corp0.75%$1.15M
- 7. Micron Technology Inc1.82%$2.78M
- 8. Veeva Systems Inc Class A0.36%$547,261
- 9. Casey's General Stores Inc0.54%$824,802
- 10. Regal Rexnord Corp0.56%$853,325
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 Fidelity Women's Leadership Fund
Totals
Holdings
Assets
Weight
Prisons
5
$24.31M
16%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
8
$27.82M
18%
Borders high risk
2
$2.05M
1.34%
Total
9
$28.6M
19%
Holdings — 9 flagged holdings
1.
Microsoft Corp
:$10.29M
6.73%
2.
Amazon.com Inc
:$6.4M
4.19%
3.
Alphabet Inc Class A
:$3.74M
2.45%
4.
Alphabet Inc Class C
:$3.09M
2.02%
5.
Thermo Fisher Scientific Inc
:$1.47M
0.96%
6.
Leidos Holdings Inc
:$1.44M
0.94%
7.
The Kroger Co
$786,810
0.51%
8.
TransUnion
:$780,746
0.51%
9.
KBR Inc
:$606,400
0.4%
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.
Fidelity Women's Leadership Fund FWOMX
Environment
Social
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