Lord Abbett Affiliated Fund
Shareclass
Lord Abbett Affiliated R4 (LAFSX)
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 Lord Abbett Affiliated Fund
FUND COVERAGE
# of holdings64
% of assets98%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Bank of America Corp1.7%$105.96M
- 2. Philip Morris International Inc2.77%$172.54M
- 3. Shell PLC ADR (Representing - Ordinary Shares)0.87%$54.1M
- 4. JPMorgan Chase & Co3.78%$235.64M
- 5. Wells Fargo & Co2.9%$180.94M
- 6. Compagnie de Saint-Gobain SA1.18%$73.61M
- 7. Accenture PLC Class A0.31%$19.49M
- 8. Northrop Grumman Corp1.9%$118.56M
- 9. Johnson & Johnson1.43%$89.03M
- 10. S&P Global Inc1.66%$103.34M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Steel Dynamics Inc0.8%$50.01M
- 2. Blackstone Inc0.71%$44.25M
- 3. Cintas Corp1.19%$74.1M
- 4. NextEra Energy Inc 7.299% CORP UNIT 01/06/20271%$62.14M
- 5. Broadcom Inc2.34%$145.86M
- 6. Charles Schwab Corp2.58%$161.03M
- 7. Parker Hannifin Corp2.35%$146.25M
- 8. Cheniere Energy Inc2.03%$126.82M
- 9. United Rentals Inc1.31%$81.84M
- 10. Costco Wholesale Corp0.47%$29.24M
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 Lord Abbett Affiliated Fund
Totals
Holdings
Assets
Weight
Prisons
4
$401.67M
6.44%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$286.9M
4.6%
Borders high risk
2
$153.88M
2.47%
Total
7
$575.05M
9.22%
Holdings — 7 flagged holdings
1.
Walmart Inc
$202.41M
3.25%
2.
Northrop Grumman Corp
:$118.56M
1.9%
3.
Alphabet Inc Class A
:$113.53M
1.82%
4.
McDonald's Corp
$56.5M
0.91%
5.
L3Harris Technologies Inc
:$35.33M
0.57%
6.
Costco Wholesale Corp
$29.24M
0.47%
7.
Accenture PLC Class A
:$19.49M
0.31%
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.
Lord Abbett Affiliated Fund LAFSX
Environment
Social
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