Janus Henderson VIT Balanced Portfolio

Shareclass
Janus Henderson VIT Balanced Instl (JABLX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Janus Henderson VIT Balanced Portfolio

FUND COVERAGE
# of holdings63
% of assets63%
Score
56 / 100
Rank

96.0 percentile

Group: Allocation

Rank: #27 out of 653

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

19 / 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. Mastercard Inc Class A
         % of fund invested: 2.42%
         $USD invested: $227.49M
  • 2. Hilton Worldwide Holdings Inc
         % of fund invested: 0.58%
         $USD invested: $54.76M
  • 3. JPMorgan Chase & Co
         % of fund invested: 1.41%
         $USD invested: $132.88M
  • 4. Uber Technologies Inc
         % of fund invested: 0.74%
         $USD invested: $69.55M
  • 5. Accenture PLC Class A
         % of fund invested: 0.37%
         $USD invested: $34.9M
  • 6. Johnson & Johnson
         % of fund invested: 0.69%
         $USD invested: $65.32M
  • 7. The Goldman Sachs Group Inc
         % of fund invested: 0.71%
         $USD invested: $67.09M
  • 8. Vertex Pharmaceuticals Inc
         % of fund invested: 0.46%
         $USD invested: $43.26M
  • 9. Microsoft Corp
         % of fund invested: 5.7%
         $USD invested: $536.14M
  • 10. AbbVie Inc
         % of fund invested: 0.72%
         $USD invested: $67.5M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Broadcom Inc
         % of fund invested: 2.14%
         $USD invested: $200.87M
  • 2. Monster Beverage Corp
         % of fund invested: 0.44%
         $USD invested: $41.67M
  • 3. Cadence Design Systems Inc
         % of fund invested: 0.51%
         $USD invested: $47.9M
  • 4. Charles Schwab Corp
         % of fund invested: 0.38%
         $USD invested: $36.07M
  • 5. Howmet Aerospace Inc
         % of fund invested: 0.43%
         $USD invested: $40.44M
  • 6. Costco Wholesale Corp
         % of fund invested: 0.48%
         $USD invested: $45.16M
  • 7. Booking Holdings Inc
         % of fund invested: 1.05%
         $USD invested: $98.45M
  • 8. Amphenol Corp Class A
         % of fund invested: 0.74%
         $USD invested: $69.86M
  • 9. The Home Depot Inc
         % of fund invested: 0.86%
         $USD invested: $81.23M
  • 10. Royal Caribbean Group
         % of fund invested: 0.81%
         $USD invested: $76.08M

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 Janus Henderson VIT Balanced Portfolio

Totals

Holdings
Assets
Weight
Prisons
5
$1.21B
13%
     Prisons high risk
1
$36.6M
0.39%
     Private prisons
0
$0
0%
Borders
6
$1.26B
13%
     Borders high risk
1
$36.6M
0.39%
Total
7
$1.3B
14%
Full fund results

Holdings — 7 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$536.14M
5.7%
Prisons
Borders :
$536.14M
5.7%
2.
Amazon.com Inc
Prisons
Borders
$305.89M
3.25%
Prisons
Borders :
$305.89M
3.25%
3.
Alphabet Inc Class C
Prisons
Borders
$281.79M
3%
Prisons
Borders :
$281.79M
3%
4.
Thermo Fisher Scientific Inc
Borders
$64.37M
0.68%
Borders :
$64.37M
0.68%
5.
Costco Wholesale Corp
Prisons
$45.16M
0.48%
Prisons
$45.16M
0.48%
6.
Motorola Solutions Inc
Prisons
Borders
$36.6M
0.39%
Prisons
Borders :
$36.6M
0.39%
7.
Accenture PLC Class A
Borders
$34.9M
0.37%
Borders :
$34.9M
0.37%
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