ICON Utilities and Income Fund
Shareclass
ICON Utilities and Income Instl (ICTUX)
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 ICON Utilities and Income Fund
FUND COVERAGE
# of holdings21
% of assets98%
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
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
Top 10 holdings by Gender Equality score
- 1. Vodafone Group PLC ADR6.53%$1.49M
- 2. American Electric Power Co Inc5.56%$1.27M
- 3. Portland General Electric Co2.47%$563,944
- 4. Black Hills Corp3%$686,496
- 5. T-Mobile US Inc5.94%$1.36M
- 6. CMS Energy Corp3.7%$845,216
- 7. Consolidated Edison Inc4.87%$1.11M
- 8. DTE Energy Co4.96%$1.13M
- 9. Eversource Energy4.26%$973,386
- 10. Xcel Energy Inc5.19%$1.18M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. NextEra Energy Inc4.18%$955,358
- 2. ALLETE Inc3.78%$864,945
- 3. Spire Inc5.11%$1.17M
- 4. Atmos Energy Corp6.41%$1.46M
- 5. ONE Gas Inc3.96%$905,436
- 6. The AES Corp2.18%$497,775
- 7. National Fuel Gas Co6.43%$1.47M
- 8. New Jersey Resources Corp4.12%$941,220
- 9. Ameren Corp5.08%$1.16M
- 10. Evergy Inc5.1%$1.16M
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 ICON Utilities and Income 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%
Holdings — 0 flagged holdings
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.
ICON Utilities and Income Fund ICTUX
Environment
Social
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