Franklin Mutual Shares Fund
Shareclass
Franklin Mutual Shares A (TESIX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Franklin Mutual Shares Fund
FUND COVERAGE
# of holdings54
% of assets92%
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
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. Novartis AG ADR1.57%$110.59M
- 2. BNP Paribas Act. Cat.A1.71%$120.26M
- 3. Haleon PLC2.05%$144.72M
- 4. Bank of America Corp2%$140.8M
- 5. JPMorgan Chase & Co1.92%$135.62M
- 6. Wells Fargo & Co1.86%$131.03M
- 7. The Hartford Insurance Group Inc1.98%$139.66M
- 8. General Motors Co1.62%$114.2M
- 9. BlackRock Inc2.06%$145.41M
- 10. Merck & Co Inc1.34%$94.32M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Reliance Inc1.97%$139M
- 2. Charter Communications Inc Class A1.54%$108.93M
- 3. SS&C Technologies Holdings Inc1.81%$127.46M
- 4. Ulta Beauty Inc1.71%$120.25M
- 5. International Paper Co1.59%$111.92M
- 6. Dover Corp1.95%$137.76M
- 7. D.R. Horton Inc1.69%$119.42M
- 8. Apollo Asset Management, Inc.1.46%$103.13M
- 9. Dollar General Corp1.79%$126.5M
- 10. Zimmer Biomet Holdings Inc1.69%$119.3M
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 Shares Fund
Totals
Holdings
Assets
Weight
Prisons
4
$552.22M
7.83%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$708.44M
10%
Borders high risk
1
$89.73M
1.27%
Total
6
$786.78M
11%
Holdings — 6 flagged holdings
1.
Alphabet Inc Class A
:$194.26M
2.75%
2.
Amazon.com Inc
:$165.42M
2.35%
3.
Thermo Fisher Scientific Inc
:$144.83M
2.05%
4.
General Motors Co
:$114.2M
1.62%
5.
KBR Inc
:$89.73M
1.27%
6.
Elevance Health Inc
$78.34M
1.11%
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 Shares Fund TESIX
Environment
Social
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