Madison Covered Call & Equity Income Fund - MADISON FUNDS
Shareclass
Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A (menax)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Madison Covered Call & Equity Income Fund - MADISON FUNDS
FUND COVERAGE
# of holdings28
% of assets93%
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
25 / 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. Accenture PLC2.53%$3.45M
- 2. PepsiCo Inc5.85%$7.97M
- 3. Colgate-Palmolive Co2.12%$2.89M
- 4. Microsoft Corp3.22%$4.39M
- 5. PayPal Holdings Inc2.96%$4.03M
- 6. ConocoPhillips5.29%$7.21M
- 7. Visa Inc1.06%$1.45M
- 8. Adobe Inc3.57%$4.87M
- 9. Pfizer Inc2.38%$3.25M
- 10. Honeywell International Inc5.02%$6.85M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Matador Resources Co4.54%$6.2M
- 2. Transocean Ltd6.2%$8.45M
- 3. Microchip Technology Inc4.34%$5.92M
- 4. Las Vegas Sands Corp2.36%$3.22M
- 5. Medtronic PLC1.51%$2.06M
- 6. AES Corp/The6.47%$8.82M
- 7. Danaher Corp1.61%$2.19M
- 8. Archer-Daniels-Midland Co4.74%$6.46M
- 9. Fiserv Inc1.57%$2.13M
- 10. Constellation Brands Inc3.69%$5.03M
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 Madison Covered Call & Equity Income Fund - MADISON FUNDS
Totals
Holdings
Assets
Weight
Prisons
3.0
$12.84M
9.41%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$9.83M
7.21%
Borders high risk
0.0
$0
0%
Total
4.0
$16.29M
12%
Holdings — 4 flagged holdings
1.
Archer-Daniels-Midland Co
$6.46M
4.74%
2.
Microsoft Corp
:$4.39M
3.22%
3.
Accenture PLC
:$3.45M
2.53%
4.
Amazon.com Inc
:$1.99M
1.46%
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.
Madison Covered Call & Equity Income Fund - MADISON FUNDS menax
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer