Global Opportunity Portfolio - Morgan Stanley
Shareclass
Global Opportunity Portfolio Class I (MGGIX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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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 Global Opportunity Portfolio - Morgan Stanley
FUND COVERAGE
# of holdings26
% of assets78%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Schneider Electric SE4.41%$144.5M
- 2. Mastercard Inc2.49%$81.51M
- 3. Hermes International SCA2.73%$89.43M
- 4. Uber Technologies Inc5.74%$188.04M
- 5. Moncler SpA2.74%$89.81M
- 6. LVMH Moet Hennessy Louis Vuitton SE2.5%$81.8M
- 7. On Holding AG1.79%$58.71M
- 8. ServiceNow Inc2.6%$85.21M
- 9. Meta Platforms Inc7.03%$230.31M
- 10. Visa Inc2.99%$97.92M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc2.25%$73.69M
- 2. Shopify Inc2.22%$72.56M
- 3. Keyence Corp1.49%$48.83M
- 4. Coupang Inc2.93%$96.02M
- 5. Crowdstrike Holdings Inc0.97%$31.72M
- 6. DSV A/S4.79%$156.65M
- 7. MercadoLibre Inc4.53%$148.46M
- 8. Liberty Media Corp-Liberty Formula One1.52%$49.73M
- 9. Block Inc2.03%$66.47M
- 10. Spotify Technology SA4.53%$148.39M
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 Global Opportunity Portfolio - Morgan Stanley
Totals
Holdings
Assets
Weight
Prisons
1.0
$98.48M
3.01%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
1.0
$98.48M
3.01%
Borders high risk
0.0
$0
0%
Total
1.0
$98.48M
3.01%
Holdings — 1 flagged holdings
1.
Amazon.com Inc
:$98.48M
3.01%
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.
Global Opportunity Portfolio - Morgan Stanley MGGIX
Environment
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