Macquarie Balanced Fund
Shareclass
Macquarie Balanced Fund Class C (IBNCX)
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 Macquarie Balanced Fund
FUND COVERAGE
# of holdings50
% of assets61%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. BAE Systems PLC ADR1.01%$20.45M
- 2. Mastercard Inc Class A1.19%$24.11M
- 3. JPMorgan Chase & Co1.27%$25.66M
- 4. Vertex Pharmaceuticals Inc0.66%$13.29M
- 5. SAP SE ADR0.86%$17.4M
- 6. Microsoft Corp4.85%$98.12M
- 7. Airbus SE ADR1.35%$27.25M
- 8. AT&T Inc1.47%$29.76M
- 9. Cummins Inc0.98%$19.81M
- 10. American Express Co1.21%$24.56M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Blackstone Inc0.94%$19.07M
- 2. NextEra Energy Inc0.54%$11M
- 3. Broadcom Inc1.5%$30.37M
- 4. Vulcan Materials Co0.45%$9.17M
- 5. Howmet Aerospace Inc2.11%$42.74M
- 6. KKR & Co Inc Ordinary Shares1.04%$21.11M
- 7. Applied Materials Inc0.87%$17.63M
- 8. Costco Wholesale Corp1.57%$31.73M
- 9. Crown Holdings Inc0.74%$14.93M
- 10. Booking Holdings Inc0.32%$6.42M
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 Macquarie Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
5
$231.41M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$277.87M
14%
Borders high risk
1
$27.25M
1.35%
Total
8
$309.6M
15%
Holdings — 8 flagged holdings
1.
Microsoft Corp
:$98.12M
4.85%
2.
Amazon.com Inc
:$49.67M
2.45%
3.
Costco Wholesale Corp
$31.73M
1.57%
4.
AT&T Inc
:$29.76M
1.47%
5.
Airbus SE ADR
:$27.25M
1.35%
6.
Alphabet Inc Class A
:$26.74M
1.32%
7.
Alphabet Inc Class C
:$25.15M
1.24%
8.
Salesforce Inc
:$21.17M
1.05%
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.
Macquarie Balanced Fund IBNCX
Environment
Social
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