International Advantage Portfolio - Morgan Stanley

Shareclass
International Advantage Portfolio Class I (MFAIX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund International Advantage Portfolio - Morgan Stanley

FUND COVERAGE
# of holdings25
% of assets81%
Score
53 / 100
Rank

26.5 percentile

Group: International Equity

Rank: #765 out of 1,040

Grade
D

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

23 / 40

Gender Equality: Equal Compensation and Work Life Balance

12 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. L'Oreal SA
         % of fund invested: 4.4%
         $USD invested: $117.77M
  • 2. Schneider Electric SE
         % of fund invested: 4.99%
         $USD invested: $133.58M
  • 3. Hermes International SCA
         % of fund invested: 7.85%
         $USD invested: $210.17M
  • 4. Cie Financiere Richemont SA
         % of fund invested: 1.52%
         $USD invested: $40.61M
  • 5. Moncler SpA
         % of fund invested: 5.67%
         $USD invested: $151.75M
  • 6. SAP SE
         % of fund invested: 1.87%
         $USD invested: $50.05M
  • 7. LVMH Moet Hennessy Louis Vuitton SE
         % of fund invested: 3.72%
         $USD invested: $99.72M
  • 8. EssilorLuxottica SA
         % of fund invested: 2.38%
         $USD invested: $63.81M
  • 9. Adyen NV
         % of fund invested: 1.47%
         $USD invested: $39.32M
  • 10. On Holding AG
         % of fund invested: 1.78%
         $USD invested: $47.71M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc
         % of fund invested: 1.51%
         $USD invested: $40.36M
  • 2. Brookfield Corp
         % of fund invested: 2.57%
         $USD invested: $68.81M
  • 3. Keyence Corp
         % of fund invested: 4.45%
         $USD invested: $119.12M
  • 4. DSV A/S
         % of fund invested: 8.47%
         $USD invested: $226.91M
  • 5. Birkenstock Holding Plc
         % of fund invested: 1.45%
         $USD invested: $38.74M
  • 6. Canadian Pacific Kansas City Ltd
         % of fund invested: 1.44%
         $USD invested: $38.55M
  • 7. MercadoLibre Inc
         % of fund invested: 3.7%
         $USD invested: $99.23M
  • 8. Liberty Media Corp-Liberty Formula One
         % of fund invested: 3.02%
         $USD invested: $80.84M
  • 9. Asics Corp
         % of fund invested: 1.54%
         $USD invested: $41.36M
  • 10. Sanrio Co Ltd
         % of fund invested: 1.51%
         $USD invested: $40.46M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund International Advantage Portfolio - Morgan Stanley

Totals

Holdings
Assets
Weight
Prisons
0.0
$0
0%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
0.0
$0
0%
     Borders high risk
0.0
$0
0%
Total
0.0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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