JNL/Mellon Information Technology Sector Fund

Shareclass
JNL/Mellon Infor Tech Sect A
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund JNL/Mellon Information Technology Sector Fund

FUND COVERAGE
# of holdings195
% of assets100%
Score
52 / 100
Rank

65.8 percentile

Group: Sector Equity

Rank: #297 out of 865

Grade
B

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

24 / 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. Science Applications International Corp
         % of fund invested: 0.02%
         $USD invested: $1.7M
  • 2. Uber Technologies Inc
         % of fund invested: 0.91%
         $USD invested: $71.71M
  • 3. Accenture PLC Class A
         % of fund invested: 0.71%
         $USD invested: $55.95M
  • 4. Autodesk Inc
         % of fund invested: 0.31%
         $USD invested: $24.56M
  • 5. WEX Inc
         % of fund invested: 0.02%
         $USD invested: $1.81M
  • 6. Affirm Holdings Inc Ordinary Shares - Class A
         % of fund invested: 0.09%
         $USD invested: $7.06M
  • 7. Microsoft Corp
         % of fund invested: 18%
         $USD invested: $1.4B
  • 8. HubSpot Inc
         % of fund invested: 0.11%
         $USD invested: $8.45M
  • 9. Workiva Inc Class A
         % of fund invested: 0.02%
         $USD invested: $1.64M
  • 10. Lyft Inc Class A
         % of fund invested: 0.04%
         $USD invested: $3.13M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. EchoStar Corp Class A
         % of fund invested: 0.05%
         $USD invested: $3.73M
  • 2. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: 0.05%
         $USD invested: $3.99M
  • 3. Astera Labs Inc
         % of fund invested: 0.12%
         $USD invested: $9.3M
  • 4. SoundHound AI Inc Ordinary Shares - Class A
         % of fund invested: 0.03%
         $USD invested: $2.1M
  • 5. IonQ Inc Class A
         % of fund invested: 0.08%
         $USD invested: $6.22M
  • 6. QXO Inc
         % of fund invested: 0.05%
         $USD invested: $4.07M
  • 7. Intapp Inc
         % of fund invested: 0.01%
         $USD invested: $830,270
  • 8. Strategy Class A
         % of fund invested: 0.39%
         $USD invested: $30.9M
  • 9. Varonis Systems Inc
         % of fund invested: 0.03%
         $USD invested: $2.33M
  • 10. Clearwater Analytics Holdings Inc Class A
         % of fund invested: 0.02%
         $USD invested: $1.77M

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 JNL/Mellon Information Technology Sector Fund

Totals

Holdings
Assets
Weight
Prisons
2
$1.43B
18%
     Prisons high risk
1
$27.83M
0.35%
     Private prisons
0
$0
0%
Borders
10
$1.74B
22%
     Borders high risk
5
$192.68M
2.45%
Total
10
$1.74B
22%
Full fund results

Holdings — 10 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$1.4B
18%
Prisons
Borders :
$1.4B
18%
2.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$144.86M
1.84%
Borders :
$144.86M
1.84%
3.
Salesforce Inc
Borders
$80.01M
1.02%
Borders :
$80.01M
1.02%
4.
Accenture PLC Class A
Borders
$55.95M
0.71%
Borders :
$55.95M
0.71%
5.
Motorola Solutions Inc
Prisons
Borders
$27.83M
0.35%
Prisons
Borders :
$27.83M
0.35%
6.
Teledyne Technologies Inc
Borders
$9.98M
0.13%
Borders :
$9.98M
0.13%
7.
Leidos Holdings Inc
Borders
$8.31M
0.11%
Borders :
$8.31M
0.11%
8.
CACI International Inc Class A
Borders
$3.99M
0.05%
Borders :
$3.99M
0.05%
9.
Science Applications International Corp
Borders
$1.7M
0.02%
Borders :
$1.7M
0.02%
10.
OSI Systems Inc
Borders
$1.47M
0.02%
Borders :
$1.47M
0.02%
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