Madison Large Cap Fund
Shareclass
Madison Large Cap I (MIVIX)
Type
Open-end mutual fund
Manager
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 Large Cap Fund
FUND COVERAGE
# of holdings29
% of assets100%
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
7 / 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 PLC Class A2.27%$8.44M
- 2. Keysight Technologies Inc3.99%$14.83M
- 3. Starbucks Corp1.83%$6.8M
- 4. Arch Capital Group Ltd6.24%$23.22M
- 5. Visa Inc Class A3.9%$14.51M
- 6. Airbnb Inc Ordinary Shares - Class A2.55%$9.5M
- 7. Alphabet Inc Class C7.49%$27.86M
- 8. Deere & Co2.41%$8.96M
- 9. Agilent Technologies Inc3.09%$11.5M
- 10. Progressive Corp3.73%$13.88M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Brookfield Corp Registered Shs -A- Limited Vtg3.65%$13.59M
- 2. PACCAR Inc4.16%$15.49M
- 3. Charles Schwab Corp2.84%$10.57M
- 4. Parker Hannifin Corp4.25%$15.81M
- 5. Copart Inc2.8%$10.4M
- 6. CDW Corp2.74%$10.2M
- 7. MSCI Inc2.13%$7.93M
- 8. Analog Devices Inc3.13%$11.65M
- 9. Danaher Corp3.83%$14.26M
- 10. Ferguson Enterprises Inc5.01%$18.65M
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 Large Cap Fund
Totals
Holdings
Assets
Weight
Prisons
2
$48.42M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$56.86M
15%
Borders high risk
0
$0
0%
Total
3
$56.86M
15%
Holdings — 3 flagged holdings
1.
Alphabet Inc Class C
:$27.86M
7.49%
2.
Amazon.com Inc
:$20.55M
5.52%
3.
Accenture PLC Class A
:$8.44M
2.27%
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 Large Cap Fund MIVIX
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