Madison Dividend Income Fund
Shareclass
Madison Dividend Income Y (BHBFX)
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 Madison Dividend Income Fund
FUND COVERAGE
# of holdings40
% 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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.89%$2.21M
- 2. Bank of America Corp2.91%$3.41M
- 3. JPMorgan Chase & Co2.84%$3.33M
- 4. Accenture PLC Class A1.28%$1.5M
- 5. PepsiCo Inc2.02%$2.36M
- 6. Johnson & Johnson4.37%$5.12M
- 7. Colgate-Palmolive Co1.58%$1.85M
- 8. The Hershey Co1.67%$1.95M
- 9. BlackRock Inc4.03%$4.72M
- 10. McDonald's Corp1.35%$1.58M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Fastenal Co2.64%$3.09M
- 2. NextEra Energy Inc3.78%$4.42M
- 3. Caterpillar Inc1.28%$1.5M
- 4. Illinois Tool Works Inc2.94%$3.44M
- 5. The Home Depot Inc3.69%$4.32M
- 6. Medtronic PLC3.21%$3.76M
- 7. EOG Resources Inc2.69%$3.15M
- 8. Analog Devices Inc1.41%$1.65M
- 9. Rockwell Automation Inc1.76%$2.06M
- 10. Morgan Stanley4.03%$4.71M
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 Dividend Income Fund
Totals
Holdings
Assets
Weight
Prisons
2
$3.26M
2.79%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$1.5M
1.28%
Borders high risk
0
$0
0%
Total
3
$4.76M
4.07%
Holdings — 3 flagged holdings
1.
Elevance Health Inc
$1.68M
1.44%
2.
McDonald's Corp
$1.58M
1.35%
3.
Accenture PLC Class A
:$1.5M
1.28%
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 Dividend Income Fund BHBFX
Environment
Social
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