First Eagle Rising Dividend Fund
Shareclass
First Eagle Rising Dividend Fund A (FEFAX)
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 First Eagle Rising Dividend Fund
FUND COVERAGE
# of holdings29
% 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
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. Philip Morris International Inc3.94%$17.72M
- 2. Willis Towers Watson PLC0.95%$4.29M
- 3. Accenture PLC Class A0.14%$634,502
- 4. PepsiCo Inc1.4%$6.28M
- 5. Nestle SA1.42%$6.38M
- 6. Microsoft Corp0.75%$3.38M
- 7. British American Tobacco PLC1.74%$7.84M
- 8. Lvmh Moet Hennessy Louis Vuitton SE2.68%$12.05M
- 9. Starbucks Corp0.48%$2.18M
- 10. Salesforce Inc0.92%$4.13M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Expeditors International of Washington Inc2.62%$11.78M
- 2. Fidelity National Financial Inc1.04%$4.66M
- 3. Ross Stores Inc1.81%$8.13M
- 4. Extra Space Storage Inc1.57%$7.05M
- 5. The Home Depot Inc4.41%$19.82M
- 6. Medtronic PLC4.23%$19.01M
- 7. HCA Healthcare Inc4.31%$19.4M
- 8. Oracle Corp6.54%$29.4M
- 9. C.H. Robinson Worldwide Inc2.73%$12.29M
- 10. Texas Instruments Inc4.48%$20.15M
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 First Eagle Rising Dividend Fund
Totals
Holdings
Assets
Weight
Prisons
3
$44.1M
9.8%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$42.59M
9.47%
Borders high risk
0
$0
0%
Total
5
$48.86M
11%
Holdings — 5 flagged holdings
1.
Alphabet Inc Class A
:$34.45M
7.66%
2.
Elevance Health Inc
$6.27M
1.39%
3.
Salesforce Inc
:$4.13M
0.92%
4.
Microsoft Corp
:$3.38M
0.75%
5.
Accenture PLC Class A
:$634,502
0.14%
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.
First Eagle Rising Dividend Fund FEFAX
Environment
Social
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