Manning & Napier Callodine Equity Income Series
Shareclass
Manning & Napier Callodine Equity Inc S (CEISX)
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 Manning & Napier Callodine Equity Income Series
FUND COVERAGE
# of holdings24
% of assets74%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. GSK PLC ADR4.4%$9.28M
- 2. Sanofi SA ADR4.39%$9.25M
- 3. Shell PLC ADR (Representing - Ordinary Shares)2.55%$5.36M
- 4. British American Tobacco PLC ADR1.51%$3.18M
- 5. Baxter International Inc4.05%$8.54M
- 6. Owens-Corning Inc1.34%$2.83M
- 7. Target Corp2.77%$5.83M
- 8. Graphic Packaging Holding Co0.33%$684,950
- 9. CVS Health Corp1.54%$3.24M
- 10. Algonquin Power & Utilities Corp3.5%$7.38M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Spectrum Brands Holdings Inc6.86%$14.45M
- 2. Blue Owl Capital Inc Ordinary Shares - Class A4.82%$10.16M
- 3. Match Group Inc Ordinary Shares - New3.98%$8.38M
- 4. SS&C Technologies Holdings Inc1.84%$3.87M
- 5. UGI Corp1.49%$3.13M
- 6. Liberty Energy Inc Class A3.51%$7.4M
- 7. Sealed Air Corp2.32%$4.88M
- 8. Four Corners Property Trust Inc3.47%$7.32M
- 9. Global Payments Inc2.52%$5.31M
- 10. Realty Income Corp3.46%$7.29M
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 Manning & Napier Callodine Equity Income Series
Totals
Holdings
Assets
Weight
Prisons
1
$5.83M
2.77%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
1
$5.83M
2.77%
Holdings — 1 flagged holdings
1.
Target Corp
$5.83M
2.77%
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.
Manning & Napier Callodine Equity Income Series CEISX
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