JPMorgan Large Cap Growth Fund

Shareclass
JPMorgan Large Cap Growth R4 (JLGQX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund JPMorgan Large Cap Growth Fund

FUND COVERAGE
# of holdings71
% of assets96%
Score
53 / 100
Rank

29.8 percentile

Group: U.S. Large Cap Equity

Rank: #1,027 out of 1,462

Grade
D

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

25 / 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. Mastercard Inc Class A
         % of fund invested: 2.71%
         $USD invested: $3.41B
  • 2. Philip Morris International Inc
         % of fund invested: 1.43%
         $USD invested: $1.8B
  • 3. Uber Technologies Inc
         % of fund invested: 0.85%
         $USD invested: $1.07B
  • 4. Johnson & Johnson
         % of fund invested: 0.3%
         $USD invested: $383.53M
  • 5. The Goldman Sachs Group Inc
         % of fund invested: 1.3%
         $USD invested: $1.63B
  • 6. Microsoft Corp
         % of fund invested: 11%
         $USD invested: $13.54B
  • 7. McDonald's Corp
         % of fund invested: 0.49%
         $USD invested: $610.69M
  • 8. AbbVie Inc
         % of fund invested: 0.8%
         $USD invested: $1B
  • 9. Trane Technologies PLC Class A
         % of fund invested: 0.29%
         $USD invested: $369.04M
  • 10. Coca-Cola Co
         % of fund invested: 0.56%
         $USD invested: $699.48M
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: 1.24%
         $USD invested: $1.56B
  • 2. Carvana Co Class A
         % of fund invested: 0.78%
         $USD invested: $986.49M
  • 3. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 1.02%
         $USD invested: $1.29B
  • 4. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 1.31%
         $USD invested: $1.65B
  • 5. Blackstone Inc
         % of fund invested: 0.39%
         $USD invested: $486.93M
  • 6. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 1.01%
         $USD invested: $1.27B
  • 7. Berkshire Hathaway Inc Class B
         % of fund invested: 0.36%
         $USD invested: $456.56M
  • 8. CrowdStrike Holdings Inc Class A
         % of fund invested: 0.47%
         $USD invested: $592.96M
  • 9. Snowflake Inc Ordinary Shares
         % of fund invested: 0.25%
         $USD invested: $311M
  • 10. Celestica Inc Ordinary Shares (Subordinate Voting)
         % of fund invested: 0.33%
         $USD invested: $419.9M

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 JPMorgan Large Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
7
$27.26B
22%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
5
$24.55B
20%
     Borders high risk
2
$2.14B
1.7%
Total
9
$29.39B
23%
Full fund results

Holdings — 9 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$13.54B
11%
Prisons
Borders :
$13.54B
11%
2.
Alphabet Inc Class C
Prisons
Borders
$4.85B
3.86%
Prisons
Borders :
$4.85B
3.86%
3.
Amazon.com Inc
Prisons
Borders
$4.02B
3.2%
Prisons
Borders :
$4.02B
3.2%
4.
Walmart Inc
Prisons
$2.21B
1.76%
Prisons
$2.21B
1.76%
5.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$1.65B
1.31%
Borders :
$1.65B
1.31%
6.
3M Co
Prisons
$1.56B
1.24%
Prisons
$1.56B
1.24%
7.
McDonald's Corp
Prisons
$610.69M
0.49%
Prisons
$610.69M
0.49%
8.
RTX Corp
Borders
$488.66M
0.39%
Borders :
$488.66M
0.39%
9.
Berkshire Hathaway Inc Class B
Prisons
$456.56M
0.36%
Prisons
$456.56M
0.36%
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