Lord Abbett Fundamental Equity Fund
Shareclass
Lord Abbett Fundamental Equity I (LAVYX)
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 Fundamental Equity Fund
FUND COVERAGE
# of holdings53
% of assets95%
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
7 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Philip Morris International Inc0.97%$19.67M
- 2. Shell PLC ADR (Representing - Ordinary Shares)2.29%$46.41M
- 3. JPMorgan Chase & Co4.18%$84.66M
- 4. Wells Fargo & Co2.75%$55.58M
- 5. Carlsberg AS Class B1.56%$31.63M
- 6. Microsoft Corp3.38%$68.33M
- 7. Keysight Technologies Inc1.56%$31.52M
- 8. AbbVie Inc2.23%$45.05M
- 9. American Express Co1.36%$27.47M
- 10. Arch Capital Group Ltd1.98%$40.1M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Steel Dynamics Inc1.6%$32.31M
- 2. Permian Resources Corp Class A1.58%$32.01M
- 3. Dick's Sporting Goods Inc1.86%$37.57M
- 4. SEI Investments Co1.97%$39.79M
- 5. Maplebear Inc1.09%$22.09M
- 6. Charles Schwab Corp2.06%$41.75M
- 7. AGCO Corp1.54%$31.23M
- 8. Ross Stores Inc1.68%$34.03M
- 9. BJ's Wholesale Club Holdings Inc1.43%$28.99M
- 10. KKR & Co Inc Ordinary Shares1.27%$25.68M
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 Fundamental Equity Fund
Totals
Holdings
Assets
Weight
Prisons
2
$143.96M
7.12%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$143.96M
7.12%
Borders high risk
0
$0
0%
Total
2
$143.96M
7.12%
Holdings — 2 flagged holdings
1.
Alphabet Inc Class A
:$75.63M
3.74%
2.
Microsoft Corp
:$68.33M
3.38%
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 Fundamental Equity Fund LAVYX
Environment
Social
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