Franklin Rising Dividends Fund

Shareclass
Franklin Rising Dividends R6 (FRISX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Franklin Rising Dividends Fund

FUND COVERAGE
# of holdings55
% of assets99%
Score
55 / 100
Rank

59.7 percentile

Group: U.S. Large Cap Equity

Rank: #590 out of 1,462

Grade
C

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

8 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co
         % of fund invested: 1.61%
         $USD invested: $454.8M
  • 2. JPMorgan Chase & Co
         % of fund invested: 3.15%
         $USD invested: $891.09M
  • 3. Accenture PLC Class A
         % of fund invested: 1.74%
         $USD invested: $490.73M
  • 4. PepsiCo Inc
         % of fund invested: 1.22%
         $USD invested: $343.38M
  • 5. Johnson & Johnson
         % of fund invested: 1.86%
         $USD invested: $524.74M
  • 6. Colgate-Palmolive Co
         % of fund invested: 0.63%
         $USD invested: $177.47M
  • 7. Microsoft Corp
         % of fund invested: 9.4%
         $USD invested: $2.66B
  • 8. McDonald's Corp
         % of fund invested: 1.96%
         $USD invested: $553.23M
  • 9. AbbVie Inc
         % of fund invested: 1.73%
         $USD invested: $487.39M
  • 10. Ecolab Inc
         % of fund invested: 1.28%
         $USD invested: $360.33M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Cintas Corp
         % of fund invested: 1.49%
         $USD invested: $420.78M
  • 2. West Pharmaceutical Services Inc
         % of fund invested: 0.8%
         $USD invested: $225.21M
  • 3. Erie Indemnity Co Class A
         % of fund invested: 0.68%
         $USD invested: $192.25M
  • 4. NextEra Energy Inc
         % of fund invested: 0.98%
         $USD invested: $275.92M
  • 5. Broadcom Inc
         % of fund invested: 5.32%
         $USD invested: $1.5B
  • 6. Charles Schwab Corp
         % of fund invested: 1.89%
         $USD invested: $533.68M
  • 7. D.R. Horton Inc
         % of fund invested: 0.68%
         $USD invested: $193.2M
  • 8. Ross Stores Inc
         % of fund invested: 1.44%
         $USD invested: $408.02M
  • 9. Applied Materials Inc
         % of fund invested: 0.98%
         $USD invested: $276.4M
  • 10. Parker Hannifin Corp
         % of fund invested: 1.19%
         $USD invested: $337.38M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Franklin Rising Dividends Fund

Totals

Holdings
Assets
Weight
Prisons
3
$3.98B
14%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$4.29B
15%
     Borders high risk
2
$1.15B
4.06%
Total
6
$5.62B
20%
Full fund results

Holdings — 6 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$2.66B
9.4%
Prisons
Borders :
$2.66B
9.4%
2.
Walmart Inc
Prisons
$774.5M
2.74%
Prisons
$774.5M
2.74%
3.
RTX Corp
Borders
$655.93M
2.32%
Borders :
$655.93M
2.32%
4.
McDonald's Corp
Prisons
$553.23M
1.96%
Prisons
$553.23M
1.96%
5.
General Dynamics Corp
Borders
$491.04M
1.74%
Borders :
$491.04M
1.74%
6.
Accenture PLC Class A
Borders
$490.73M
1.74%
Borders :
$490.73M
1.74%
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