Macquarie Large Cap Growth Fund

Shareclass
Macquarie Large Cap Growth Fund C (WLGCX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Macquarie Large Cap Growth Fund

FUND COVERAGE
# of holdings35
% of assets98%
Score
55 / 100
Rank

72.2 percentile

Group: U.S. Large Cap Equity

Rank: #408 out of 1,462

Grade
B

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

26 / 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: 2.82%
         $USD invested: $225.45M
  • 2. Autodesk Inc
         % of fund invested: 1.23%
         $USD invested: $98.04M
  • 3. Microsoft Corp
         % of fund invested: 16%
         $USD invested: $1.24B
  • 4. S&P Global Inc
         % of fund invested: 1.68%
         $USD invested: $134.41M
  • 5. Coca-Cola Co
         % of fund invested: 1.78%
         $USD invested: $142.15M
  • 6. Intuit Inc
         % of fund invested: 2.44%
         $USD invested: $195.01M
  • 7. Salesforce Inc
         % of fund invested: 1.66%
         $USD invested: $132.47M
  • 8. Equifax Inc
         % of fund invested: 1.91%
         $USD invested: $152.82M
  • 9. Motorola Solutions Inc
         % of fund invested: 0.63%
         $USD invested: $50.37M
  • 10. Visa Inc Class A
         % of fund invested: 4.71%
         $USD invested: $376.43M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 0.98%
         $USD invested: $78.29M
  • 2. Broadcom Inc
         % of fund invested: 1.74%
         $USD invested: $138.82M
  • 3. Vulcan Materials Co
         % of fund invested: 1.03%
         $USD invested: $82.67M
  • 4. Waste Connections Inc
         % of fund invested: 2.2%
         $USD invested: $176.01M
  • 5. Synopsys Inc
         % of fund invested: 1.13%
         $USD invested: $89.97M
  • 6. Booking Holdings Inc
         % of fund invested: 1.58%
         $USD invested: $126.41M
  • 7. Veeva Systems Inc Class A
         % of fund invested: 1.62%
         $USD invested: $129.26M
  • 8. The Cooper Companies Inc
         % of fund invested: 1.03%
         $USD invested: $82.45M
  • 9. CDW Corp
         % of fund invested: 0.93%
         $USD invested: $74.67M
  • 10. MSCI Inc
         % of fund invested: 1.12%
         $USD invested: $89.55M

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 Macquarie Large Cap Growth Fund

Totals

Holdings
Assets
Weight
Prisons
4
$2.16B
27%
     Prisons high risk
1
$50.37M
0.63%
     Private prisons
0
$0
0%
Borders
6
$2.45B
31%
     Borders high risk
1
$50.37M
0.63%
Total
6
$2.45B
31%
Full fund results

Holdings — 6 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$1.24B
16%
Prisons
Borders :
$1.24B
16%
2.
Amazon.com Inc
Prisons
Borders
$533.97M
6.68%
Prisons
Borders :
$533.97M
6.68%
3.
Alphabet Inc Class A
Prisons
Borders
$336.92M
4.22%
Prisons
Borders :
$336.92M
4.22%
4.
Equifax Inc
Borders
$152.82M
1.91%
Borders :
$152.82M
1.91%
5.
Salesforce Inc
Borders
$132.47M
1.66%
Borders :
$132.47M
1.66%
6.
Motorola Solutions Inc
Prisons
Borders
$50.37M
0.63%
Prisons
Borders :
$50.37M
0.63%
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