Madison Moderate Allocation Fund
Shareclass
Madison Moderate Allocation A (MMDAX)
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 Moderate Allocation Fund
FUND COVERAGE
# of holdings2,394
% of assets50%
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
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada<0.01%$3,440
- 2. Transurban Group<0.01%$2,326
- 3. GPT Group<0.01%$562
- 4. QBE Insurance Group Ltd<0.01%$1,689
- 5. Allianz SE0.11%$100,369
- 6. AstraZeneca PLC0.11%$98,716
- 7. Qantas Airways Ltd<0.01%$446
- 8. ASX Ltd<0.01%$619
- 9. Standard Chartered PLC0.02%$15,500
- 10. CAR Group Ltd<0.01%$717
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TG Therapeutics Inc<0.01%$8,282
- 2. KBC Ancora SA<0.01%$1,033
- 3. Gav-Yam Lands Corp Ltd<0.01%$42
- 4. Core Scientific Inc Ordinary Shares - New<0.01%$5,304
- 5. Servisfirst Bancshares Inc0.05%$45,612
- 6. Shopify Inc Registered Shs -A- Subord Vtg0.02%$14,713
- 7. Supernus Pharmaceuticals Inc<0.01%$5,425
- 8. Axos Financial Inc0.05%$47,830
- 9. Astera Labs Inc0.01%$11,824
- 10. SoundHound AI Inc Ordinary Shares - Class A<0.01%$5,559
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 Moderate Allocation Fund
Totals
Holdings
Assets
Weight
Prisons
33
$2.96M
3.34%
Prisons high risk
11
$235,753
0.27%
Private prisons
5
$12,408
0.01%
Borders
35
$3.48M
3.93%
Borders high risk
16
$776,620
0.88%
Total
54
$4.37M
4.92%
Holdings — 54 flagged holdings
1.
Microsoft Corp
:$713,277
0.8%
2.
Alphabet Inc Class C
:$513,382
0.58%
3.
Costco Wholesale Corp
$441,447
0.5%
4.
Salesforce Inc
:$420,524
0.47%
5.
Amazon.com Inc
:$378,725
0.43%
6.
Accenture PLC Class A
:$277,654
0.31%
7.
Lockheed Martin Corp
:$203,379
0.23%
8.
3M Co
$171,348
0.19%
9.
Motorola Solutions Inc
:$132,658
0.15%
10.
Palantir Technologies Inc Ordinary Shares - Class A
:$109,899
0.12%
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 Moderate Allocation Fund MMDAX
Environment
Social
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