Madison Target Retirement 2050 Fund - ULTRA SERIES FUND
Shareclass
Madison Target Retirement 2050 Fund Madison Target Retirement 2050 Fund Class I
Type
Other
Manager
Filing
Target date
Madison Target Retirement Fund - ULTRA SERIES FUND
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Madison Target Retirement 2050 Fund - ULTRA SERIES FUND
FUND COVERAGE
# of holdings2,108
% of assets60%
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%$841
- 2. Transurban Group0.02%$6,921
- 3. GPT Group/The<0.01%$128
- 4. QBE Insurance Group Ltd0.03%$9,737
- 5. Allianz SE0.19%$66,834
- 6. AstraZeneca PLC0.17%$58,873
- 7. Qantas Airways Ltd<0.01%$94
- 8. ASX Ltd<0.01%$139
- 9. Standard Chartered PLC0.01%$5,224
- 10. CAR Group Ltd<0.01%$124
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp0.01%$4,529
- 2. Gav-Yam Lands Corp Ltd<0.01%$9
- 3. Core Scientific Inc<0.01%$2,468
- 4. ServisFirst Bancshares Inc0.05%$16,190
- 5. Shopify Inc<0.01%$2,858
- 6. Axos Financial Inc0.05%$17,198
- 7. Astera Labs Inc0.02%$5,375
- 8. SoundHound AI Inc<0.01%$2,341
- 9. GameStop Corp<0.01%$2,555
- 10. RBC Bearings Inc0.01%$4,369
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 Target Retirement 2050 Fund - ULTRA SERIES FUND
Totals
Holdings
Assets
Weight
Prisons
26.0
$1.11M
3.16%
Prisons high risk
8.0
$135,457
0.39%
Private prisons
1.0
$781
<0.01%
Borders
37.0
$1.24M
3.53%
Borders high risk
17.0
$311,662
0.89%
Total
49.0
$1.71M
4.87%
Holdings — 49 flagged holdings
1.
Microsoft Corp
:$393,690
1.12%
2.
Costco Wholesale Corp
$288,004
0.82%
3.
Accenture PLC
:$213,983
0.61%
4.
Salesforce Inc
:$135,022
0.38%
5.
3M Co
$78,893
0.22%
6.
Palantir Technologies Inc
:$58,746
0.17%
7.
Cardinal Health Inc
$55,189
0.16%
8.
Motorola Solutions Inc
:$54,982
0.16%
9.
Textron Inc
:$42,571
0.12%
10.
HSBC Holdings PLC
:$42,021
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 Target Retirement 2050 Fund - ULTRA SERIES FUND
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