Franklin Utilities Fund

Shareclass
Franklin Utilities A (FKUQX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Franklin Utilities Fund

FUND COVERAGE
# of holdings43
% of assets99%
Score
55 / 100
Rank

87.2 percentile

Group: Sector Equity

Rank: #112 out of 865

Grade
A

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

29 / 40

Gender Equality: Equal Compensation and Work Life Balance

6 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. National Grid PLC
         % of fund invested: 1.38%
         $USD invested: $100.58M
  • 2. United Utilities Group PLC Class A
         % of fund invested: 0.74%
         $USD invested: $54.07M
  • 3. SSE PLC
         % of fund invested: 0.15%
         $USD invested: $10.92M
  • 4. Edison International
         % of fund invested: 2.16%
         $USD invested: $157.55M
  • 5. Exelon Corp
         % of fund invested: 3.14%
         $USD invested: $229.55M
  • 6. Sempra
         % of fund invested: 4.5%
         $USD invested: $328.43M
  • 7. American Electric Power Co Inc
         % of fund invested: 0.92%
         $USD invested: $67.5M
  • 8. Alliant Energy Corp
         % of fund invested: 3.23%
         $USD invested: $235.94M
  • 9. Entergy Corp
         % of fund invested: 5.55%
         $USD invested: $405.38M
  • 10. Vistra Corp
         % of fund invested: 5.36%
         $USD invested: $391.84M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Talen Energy Corp Ordinary Shares New
         % of fund invested: 0.58%
         $USD invested: $42.54M
  • 2. NextEra Energy Inc
         % of fund invested: 8.58%
         $USD invested: $626.57M
  • 3. Clearway Energy Inc Class C
         % of fund invested: 0.54%
         $USD invested: $39.55M
  • 4. Cheniere Energy Inc
         % of fund invested: 0.64%
         $USD invested: $47M
  • 5. Targa Resources Corp
         % of fund invested: 0.92%
         $USD invested: $67.02M
  • 6. TXNM Energy Inc
         % of fund invested: 1.01%
         $USD invested: $73.52M
  • 7. DT Midstream Inc Ordinary Shares
         % of fund invested: 1.16%
         $USD invested: $84.8M
  • 8. NRG Energy Inc
         % of fund invested: 1.77%
         $USD invested: $129.56M
  • 9. ONE Gas Inc
         % of fund invested: 0.78%
         $USD invested: $56.66M
  • 10. Southern Co
         % of fund invested: 5.19%
         $USD invested: $379.08M

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 Utilities Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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