Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Macquarie Value Fund
FUND COVERAGE
# of holdings33
% of assets99%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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 Corp3.44%$74.7M
- 2. Johnson & Johnson3.06%$66.49M
- 3. Northrop Grumman Corp3.04%$66.04M
- 4. The Hershey Co2.44%$52.92M
- 5. Merck & Co Inc3.09%$67.06M
- 6. Chevron Corp2.49%$54.03M
- 7. The Cigna Group2.73%$59.24M
- 8. Electronic Arts Inc3.4%$73.86M
- 9. Exxon Mobil Corp3.09%$67M
- 10. Kenvue Inc2.29%$49.58M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Teledyne Technologies Inc2.91%$63.05M
- 2. Genuine Parts Co2.43%$52.81M
- 3. Charles Schwab Corp3.45%$74.93M
- 4. CSX Corp3.19%$69.11M
- 5. Dover Corp3.05%$66.19M
- 6. CDW Corp2.39%$51.78M
- 7. The Travelers Companies Inc2.87%$62.27M
- 8. Prologis Inc3.21%$69.64M
- 9. The Walt Disney Co3.2%$69.36M
- 10. Analog Devices Inc3.39%$73.63M
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 Value Fund
Totals
Holdings
Assets
Weight
Prisons
1
$81.37M
3.75%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$280.1M
13%
Borders high risk
2
$129.09M
5.95%
Total
4
$280.1M
13%
Holdings — 4 flagged holdings
1.
Alphabet Inc Class A
:$81.37M
3.75%
2.
Thermo Fisher Scientific Inc
:$69.63M
3.21%
3.
Northrop Grumman Corp
:$66.04M
3.04%
4.
Teledyne Technologies Inc
:$63.05M
2.91%
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 Value Fund DDVCX
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