Invesco Main Street Fund

Shareclass
Invesco Main Street A (MSIGX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Invesco Main Street Fund

FUND COVERAGE
# of holdings66
% of assets100%
Score
56 / 100
Rank

83.5 percentile

Group: U.S. Large Cap Equity

Rank: #242 out of 1,462

Grade
A

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

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 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. AstraZeneca PLC ADR
         % of fund invested: 0.35%
         $USD invested: $41.43M
  • 2. Procter & Gamble Co
         % of fund invested: 0.56%
         $USD invested: $65.92M
  • 3. Boston Scientific Corp
         % of fund invested: 1.1%
         $USD invested: $128.55M
  • 4. Welltower Inc
         % of fund invested: 0.54%
         $USD invested: $63.1M
  • 5. Mastercard Inc Class A
         % of fund invested: 2.25%
         $USD invested: $263.29M
  • 6. Philip Morris International Inc
         % of fund invested: 1.95%
         $USD invested: $228.54M
  • 7. JPMorgan Chase & Co
         % of fund invested: 2.85%
         $USD invested: $332.82M
  • 8. Uber Technologies Inc
         % of fund invested: 1.56%
         $USD invested: $182.75M
  • 9. Microsoft Corp
         % of fund invested: 8.84%
         $USD invested: $1.03B
  • 10. McDonald's Corp
         % of fund invested: 0.74%
         $USD invested: $86.2M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Tenet Healthcare Corp
         % of fund invested: 0.67%
         $USD invested: $77.85M
  • 2. Broadcom Inc
         % of fund invested: 3.12%
         $USD invested: $365.17M
  • 3. Charles Schwab Corp
         % of fund invested: 1.52%
         $USD invested: $178.08M
  • 4. Hubbell Inc
         % of fund invested: 1.09%
         $USD invested: $128.01M
  • 5. D.R. Horton Inc
         % of fund invested: 0.59%
         $USD invested: $69.41M
  • 6. BJ's Wholesale Club Holdings Inc
         % of fund invested: 0.41%
         $USD invested: $47.68M
  • 7. KKR & Co Inc Ordinary Shares
         % of fund invested: 0.79%
         $USD invested: $91.98M
  • 8. Parker Hannifin Corp
         % of fund invested: 0.95%
         $USD invested: $110.96M
  • 9. Cheniere Energy Inc
         % of fund invested: 0.82%
         $USD invested: $95.69M
  • 10. MongoDB Inc Class A
         % of fund invested: 0.48%
         $USD invested: $55.93M

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 Invesco Main Street Fund

Totals

Holdings
Assets
Weight
Prisons
5
$2.51B
21%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
6
$2.6B
22%
     Borders high risk
1
$105.12M
0.9%
Total
8
$2.88B
25%
Full fund results

Holdings — 8 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$1.03B
8.84%
Prisons
Borders :
$1.03B
8.84%
2.
Alphabet Inc Class A
Prisons
Borders
$681.75M
5.83%
Prisons
Borders :
$681.75M
5.83%
3.
Amazon.com Inc
Prisons
Borders
$517.5M
4.42%
Prisons
Borders :
$517.5M
4.42%
4.
Walmart Inc
Prisons
$190.85M
1.63%
Prisons
$190.85M
1.63%
5.
AT&T Inc
Borders
$170.05M
1.45%
Borders :
$170.05M
1.45%
6.
Airbus SE
Borders
$105.12M
0.9%
Borders :
$105.12M
0.9%
7.
Salesforce Inc
Borders
$94.71M
0.81%
Borders :
$94.71M
0.81%
8.
McDonald's Corp
Prisons
$86.2M
0.74%
Prisons
$86.2M
0.74%
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