GQG Partners US Select Quality Equity Fund
Shareclass
GQG Partners US Select Quality Eq Inv (GQEPX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund GQG Partners US Select Quality Equity Fund
FUND COVERAGE
# of holdings34
% of assets99%
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
10 / 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. Philip Morris International Inc7.78%$333.85M
- 2. Exelon Corp2.69%$115.26M
- 3. Verizon Communications Inc5.37%$230.43M
- 4. Altria Group Inc4.18%$179.13M
- 5. Microsoft Corp4.36%$186.82M
- 6. American Electric Power Co Inc4.38%$188.07M
- 7. AT&T Inc6.97%$299.11M
- 8. Coca-Cola Co2.92%$125.42M
- 9. The Cigna Group4.06%$173.93M
- 10. Exxon Mobil Corp3.55%$152.06M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Cincinnati Financial Corp2.33%$99.9M
- 2. NextEra Energy Inc2.51%$107.66M
- 3. Atmos Energy Corp0.95%$40.62M
- 4. McKesson Corp0.78%$33.4M
- 5. CenterPoint Energy Inc1.94%$83.3M
- 6. Eli Lilly and Co1.5%$64.44M
- 7. The Kroger Co2.2%$94.2M
- 8. Amazon.com Inc1.46%$62.52M
- 9. Netflix Inc4.27%$183.1M
- 10. NVIDIA Corp0.27%$11.62M
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 GQG Partners US Select Quality Equity Fund
Totals
Holdings
Assets
Weight
Prisons
4
$413.83M
9.65%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$548.45M
13%
Borders high risk
0
$0
0%
Total
5
$712.95M
17%
Holdings — 5 flagged holdings
1.
AT&T Inc
:$299.11M
6.97%
2.
Microsoft Corp
:$186.82M
4.36%
3.
The Kroger Co
$94.2M
2.2%
4.
Elevance Health Inc
$70.3M
1.64%
5.
Amazon.com Inc
:$62.52M
1.46%
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.
GQG Partners US Select Quality Equity Fund GQEPX
Environment
Social
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