Franklin Mutual Global Discovery Fund
Shareclass
Franklin Mutual Global Discovery Z (MDISX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Franklin Mutual Global Discovery Fund
FUND COVERAGE
# of holdings53
% 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
28 / 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. National Grid PLC1.18%$117.88M
- 2. Novartis AG ADR2.17%$215.7M
- 3. BNP Paribas Act. Cat.A2.62%$261.05M
- 4. Haleon PLC1.83%$182.69M
- 5. BP PLC1.93%$191.76M
- 6. Bank of America Corp1.71%$169.94M
- 7. Danone SA1.6%$158.98M
- 8. Rio Tinto PLC Ordinary Shares1.71%$170M
- 9. Mondelez International Inc Class A1.55%$154.44M
- 10. Kering SA1.05%$104.22M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Charter Communications Inc Class A1.69%$167.87M
- 2. Toyota Motor Corp1.68%$167.52M
- 3. Mitsubishi Electric Corp1.61%$160.46M
- 4. Denso Corp1.76%$175.25M
- 5. Seven & i Holdings Co Ltd1.53%$152.62M
- 6. International Paper Co1.79%$177.97M
- 7. Zimmer Biomet Holdings Inc1.77%$176.3M
- 8. Medtronic PLC1.87%$186.65M
- 9. Global Payments Inc1.08%$107.55M
- 10. Aptiv PLC1.97%$195.89M
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 Franklin Mutual Global Discovery Fund
Totals
Holdings
Assets
Weight
Prisons
3
$537.82M
5.4%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$633.68M
6.36%
Borders high risk
1
$215.3M
2.16%
Total
4
$753.12M
7.56%
Holdings — 4 flagged holdings
1.
Alphabet Inc Class A
:$244.78M
2.46%
2.
Airbus SE
:$215.3M
2.16%
3.
Capgemini SE
:$173.59M
1.74%
4.
Elevance Health Inc
$119.45M
1.2%
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.
Franklin Mutual Global Discovery Fund MDISX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer