JPMorgan Equity Income Fund
Shareclass
JPMorgan Equity Income R2 (OIEFX)
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 JPMorgan Equity Income Fund
FUND COVERAGE
# of holdings83
% of assets99%
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. Procter & Gamble Co1.36%$601.43M
- 2. Bank of America Corp3.02%$1.34B
- 3. Mondelez International Inc Class A0.96%$422.39M
- 4. Citigroup Inc1%$441.26M
- 5. Philip Morris International Inc2.19%$966.12M
- 6. Wells Fargo & Co3.53%$1.56B
- 7. Accenture PLC Class A0.3%$130.39M
- 8. PepsiCo Inc0.72%$317.68M
- 9. Johnson & Johnson1.87%$827.49M
- 10. Bristol-Myers Squibb Co1.03%$454.98M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Blackstone Inc1.01%$446.74M
- 2. NextEra Energy Inc1.11%$490.18M
- 3. Charles Schwab Corp2.04%$899.1M
- 4. Norfolk Southern Corp1.67%$739.42M
- 5. 3M Co1.15%$509.68M
- 6. Dover Corp1.33%$586.32M
- 7. Parker Hannifin Corp0.89%$394.65M
- 8. Digital Realty Trust Inc0.54%$236.55M
- 9. Seagate Technology Holdings PLC1.22%$540.07M
- 10. Packaging Corp of America0.55%$243.38M
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 JPMorgan Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
5
$3.04B
6.87%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$2.65B
6%
Borders high risk
2
$1.61B
3.65%
Total
8
$4.78B
11%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$907.12M
2.05%
2.
General Dynamics Corp
:$852.42M
1.93%
3.
RTX Corp
:$757.53M
1.72%
4.
McDonald's Corp
$746.77M
1.69%
5.
Walmart Inc
$587.66M
1.33%
6.
3M Co
$509.68M
1.15%
7.
Yum Brands Inc
$283.94M
0.64%
8.
Accenture PLC Class A
:$130.39M
0.3%
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.
JPMorgan Equity Income Fund OIEFX
Environment
Social
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