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 GMO Quality Fund
FUND COVERAGE
# of holdings44
% of assets94%
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
11 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Diageo PLC1.17%$132.63M
- 2. Novo Nordisk AS Class B0.62%$70.24M
- 3. Haleon PLC1.69%$191.9M
- 4. Unilever PLC1.97%$223.86M
- 5. Hilton Worldwide Holdings Inc1.43%$161.85M
- 6. Wells Fargo & Co1.49%$168.5M
- 7. Accenture PLC Class A2.31%$262.12M
- 8. Uber Technologies Inc1.53%$173.91M
- 9. Johnson & Johnson3.41%$386.85M
- 10. Nestle SA1.4%$158.56M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Broadcom Inc2.48%$280.72M
- 2. Quest Diagnostics Inc0.95%$108.18M
- 3. Tradeweb Markets Inc0.62%$70.54M
- 4. U.S. Bancorp2.35%$266.66M
- 5. Oracle Corp3.3%$373.93M
- 6. TJX Companies Inc1.51%$171.28M
- 7. Lam Research Corp3.61%$408.66M
- 8. Constellation Brands Inc Class A1.43%$162.06M
- 9. KLA Corp1.14%$129.51M
- 10. Apple Inc4.3%$487.58M
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 GMO Quality Fund
Totals
Holdings
Assets
Weight
Prisons
4
$1.84B
16%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$2.47B
22%
Borders high risk
0
$0
0%
Total
7
$2.73B
24%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$809.38M
7.14%
2.
Alphabet Inc Class A
:$537.23M
4.74%
3.
Thermo Fisher Scientific Inc
:$338.15M
2.98%
4.
Salesforce Inc
:$286.21M
2.52%
5.
Accenture PLC Class A
:$262.12M
2.31%
6.
Elevance Health Inc
$255.01M
2.25%
7.
Amazon.com Inc
:$240.99M
2.13%
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.
GMO Quality Fund GQEFX
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