Invesco Equity and Income Fund
Shareclass
Invesco Equity and Income Y (ACETX)
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 Invesco Equity and Income Fund
FUND COVERAGE
# of holdings73
% of assets60%
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
9 / 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. Sanofi SA0.81%$105.2M
- 2. Procter & Gamble Co0.95%$123.15M
- 3. Bank of America Corp2.31%$298.86M
- 4. Philip Morris International Inc1.31%$169.17M
- 5. Willis Towers Watson PLC1.25%$161.65M
- 6. Wells Fargo & Co2.33%$302.28M
- 7. Johnson & Johnson1.2%$156.08M
- 8. Bristol-Myers Squibb Co0.56%$72.2M
- 9. The Goldman Sachs Group Inc0.83%$107.29M
- 10. General Motors Co0.57%$73.95M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vertiv Holdings Co Class A0.59%$76.12M
- 2. Microchip Technology Inc1.19%$154.25M
- 3. Charles Schwab Corp1.26%$163.24M
- 4. Norfolk Southern Corp0.84%$109.35M
- 5. KKR & Co Inc Ordinary Shares0.74%$95.56M
- 6. Parker Hannifin Corp1.34%$173.03M
- 7. Coherent Corp0.8%$104.11M
- 8. Cognizant Technology Solutions Corp Class A0.42%$54.88M
- 9. IQVIA Holdings Inc0.39%$50.4M
- 10. US Foods Holding Corp1.02%$132.25M
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 Invesco Equity and Income Fund
Totals
Holdings
Assets
Weight
Prisons
6
$833.29M
6.43%
Prisons high risk
1
$158.84M
1.23%
Private prisons
0
$0
0%
Borders
9
$1.1B
8.48%
Borders high risk
3
$331.87M
2.56%
Total
10
$1.16B
8.98%
Holdings — 10 flagged holdings
1.
Microsoft Corp
:$203.78M
1.57%
2.
Amazon.com Inc
:$190.61M
1.47%
3.
Citizens Financial Group Inc
:$158.84M
1.23%
4.
Alphabet Inc Class A
:$141.21M
1.09%
5.
RTX Corp
:$107.16M
0.83%
6.
Salesforce Inc
:$94.05M
0.73%
7.
General Motors Co
:$73.95M
0.57%
8.
Textron Inc
:$65.87M
0.51%
9.
Elevance Health Inc
$64.9M
0.5%
10.
Thermo Fisher Scientific Inc
:$63.83M
0.49%
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.
Invesco Equity and Income Fund ACETX
Environment
Social
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