Loomis Sayles International Growth Fund

Shareclass
Loomis Sayles International Growth N (LIGNX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Loomis Sayles International Growth Fund

FUND COVERAGE
# of holdings28
% of assets77%
Score
55 / 100
Rank

35.7 percentile

Group: International Equity

Rank: #705 out of 1,095

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

11 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 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. Diageo PLC
         % of fund invested: 0.47%
         $USD invested: $152,611
  • 2. Sodexo
         % of fund invested: 1.21%
         $USD invested: $393,834
  • 3. Novartis AG Registered Shares
         % of fund invested: 3%
         $USD invested: $975,910
  • 4. Novo Nordisk AS Class B
         % of fund invested: 3.48%
         $USD invested: $1.13M
  • 5. Unilever PLC
         % of fund invested: 1.75%
         $USD invested: $568,483
  • 6. Reckitt Benckiser Group PLC
         % of fund invested: 2.22%
         $USD invested: $722,124
  • 7. Experian PLC
         % of fund invested: 2.72%
         $USD invested: $884,852
  • 8. WiseTech Global Ltd
         % of fund invested: 4.22%
         $USD invested: $1.37M
  • 9. Nestle SA
         % of fund invested: 1.9%
         $USD invested: $618,602
  • 10. SAP SE
         % of fund invested: 4.52%
         $USD invested: $1.47M
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: 5.35%
         $USD invested: $1.74M
  • 2. CRISPR Therapeutics AG
         % of fund invested: 1.29%
         $USD invested: $417,895
  • 3. Galaxy Entertainment Group Ltd
         % of fund invested: 0.59%
         $USD invested: $192,442
  • 4. Fanuc Corp
         % of fund invested: 2.12%
         $USD invested: $689,687
  • 5. MercadoLibre Inc
         % of fund invested: 7.53%
         $USD invested: $2.45M
  • 6. Anheuser-Busch InBev SA/NV
         % of fund invested: 1.46%
         $USD invested: $475,344
  • 7. Budweiser Brewing Co APAC Ltd
         % of fund invested: 0.19%
         $USD invested: $61,013
  • 8. NXP Semiconductors NV
         % of fund invested: 2.5%
         $USD invested: $812,768
  • 9. ARM Holdings PLC ADR
         % of fund invested: 4%
         $USD invested: $1.3M
  • 10. Block Inc Class A
         % of fund invested: 1.61%
         $USD invested: $524,030

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 Loomis Sayles International Growth Fund

Totals

Holdings
Assets
Weight
Prisons
1
$393,834
1.21%
     Prisons high risk
1
$393,834
1.21%
     Private prisons
1
$393,834
1.21%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
1
$393,834
1.21%
Full fund results

Holdings — 1 flagged holdings

1.
Sodexo
Prisons
$393,834
1.21%
Prisons
$393,834
1.21%
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