Invesco Technology Fund

Shareclass
Invesco Technology A (ITYAX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Invesco Technology Fund

FUND COVERAGE
# of holdings57
% of assets94%
Score
46 / 100
Rank

16.6 percentile

Group: Sector Equity

Rank: #722 out of 865

Grade
F

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

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. The Goldman Sachs Group Inc
         % of fund invested: 1.59%
         $USD invested: $33.7M
  • 2. Microsoft Corp
         % of fund invested: 4.92%
         $USD invested: $104.41M
  • 3. GE Aerospace
         % of fund invested: 1%
         $USD invested: $21.29M
  • 4. American Express Co
         % of fund invested: 0.78%
         $USD invested: $16.55M
  • 5. Vistra Corp
         % of fund invested: 1.31%
         $USD invested: $27.74M
  • 6. Meta Platforms Inc Class A
         % of fund invested: 3.8%
         $USD invested: $80.69M
  • 7. Cloudflare Inc
         % of fund invested: 2.14%
         $USD invested: $45.51M
  • 8. Alphabet Inc Class A
         % of fund invested: 3.61%
         $USD invested: $76.74M
  • 9. DoorDash Inc Ordinary Shares - Class A
         % of fund invested: 1.14%
         $USD invested: $24.11M
  • 10. GE Vernova Inc
         % of fund invested: 1.11%
         $USD invested: $23.57M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc Registered Shs -A- Subord Vtg
         % of fund invested: 1.57%
         $USD invested: $33.31M
  • 2. Carvana Co Class A
         % of fund invested: 1.05%
         $USD invested: $22.38M
  • 3. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 0.84%
         $USD invested: $17.86M
  • 4. Rocket Lab Corp
         % of fund invested: 0.59%
         $USD invested: $12.57M
  • 5. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 1.1%
         $USD invested: $23.36M
  • 6. Reddit Inc Class A Shares
         % of fund invested: 1.35%
         $USD invested: $28.67M
  • 7. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 3.23%
         $USD invested: $68.59M
  • 8. Curtiss-Wright Corp
         % of fund invested: 0.98%
         $USD invested: $20.81M
  • 9. Rubrik Inc Class A Shares
         % of fund invested: 0.65%
         $USD invested: $13.85M
  • 10. Impinj Inc
         % of fund invested: 1.28%
         $USD invested: $27.08M

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 Technology Fund

Totals

Holdings
Assets
Weight
Prisons
4
$225.97M
11%
     Prisons high risk
1
$19.87M
0.94%
     Private prisons
0
$0
0%
Borders
6
$266.79M
13%
     Borders high risk
2
$43.23M
2.04%
Total
6
$266.79M
13%
Full fund results

Holdings — 6 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$104.41M
4.92%
Prisons
Borders :
$104.41M
4.92%
2.
Alphabet Inc Class A
Prisons
Borders
$76.74M
3.61%
Prisons
Borders :
$76.74M
3.61%
3.
Amazon.com Inc
Prisons
Borders
$24.95M
1.18%
Prisons
Borders :
$24.95M
1.18%
4.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$23.36M
1.1%
Borders :
$23.36M
1.1%
5.
Axon Enterprise Inc
Prisons
Borders
$19.87M
0.94%
Prisons
Borders :
$19.87M
0.94%
6.
AeroVironment Inc
Borders
$17.46M
0.82%
Borders :
$17.46M
0.82%
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