Guardian Fundamental Global Equity Fund
Shareclass
Guardian Fundamental Glb Eq instl (GFGEX)
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 Guardian Fundamental Global Equity Fund
FUND COVERAGE
# of holdings25
% 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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
12 / 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. Novo Nordisk AS Class B2.8%$1.42M
- 2. L'Oreal SA5.76%$2.92M
- 3. Mastercard Inc Class A6.11%$3.09M
- 4. Reckitt Benckiser Group PLC5.22%$2.64M
- 5. Accenture PLC Class A2.75%$1.39M
- 6. Colgate-Palmolive Co3.79%$1.92M
- 7. Nestle SA2.54%$1.29M
- 8. Microsoft Corp4.92%$2.49M
- 9. Illumina Inc2.44%$1.24M
- 10. Essilorluxottica7.01%$3.55M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Keyence Corp2.43%$1.23M
- 2. Coloplast AS Class B1.41%$714,887
- 3. Booking Holdings Inc6.02%$3.05M
- 4. Intertek Group PLC3.37%$1.71M
- 5. Nike Inc Class B3.6%$1.83M
- 6. MarketAxess Holdings Inc3.34%$1.69M
- 7. Novonesis (Novozymes) B Class B4.55%$2.3M
- 8. Verisk Analytics Inc1.94%$982,398
- 9. UnitedHealth Group Inc4.77%$2.42M
- 10. CME Group Inc Class A8.51%$4.31M
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 Guardian Fundamental Global Equity Fund
Totals
Holdings
Assets
Weight
Prisons
1
$2.49M
4.92%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$3.88M
7.67%
Borders high risk
0
$0
0%
Total
2
$3.88M
7.67%
Holdings — 2 flagged holdings
1.
Microsoft Corp
:$2.49M
4.92%
2.
Accenture PLC Class A
:$1.39M
2.75%
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.
Guardian Fundamental Global Equity Fund GFGEX
Environment
Social
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