Manning & Napier Equity Series
Shareclass
Manning & Napier Equity Series W (MEYWX)
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 Manning & Napier Equity Series
FUND COVERAGE
# of holdings35
% of assets97%
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
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. Mastercard Inc Class A3.82%$2.56M
- 2. JPMorgan Chase & Co2.06%$1.38M
- 3. Vertex Pharmaceuticals Inc2.57%$1.72M
- 4. Microsoft Corp5.98%$4M
- 5. BlackRock Inc2.52%$1.68M
- 6. S&P Global Inc1.59%$1.06M
- 7. Zoetis Inc Class A1.3%$872,214
- 8. Coca-Cola Co1.91%$1.28M
- 9. Salesforce Inc1.2%$800,349
- 10. Workday Inc Class A2.7%$1.81M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp Class A1.26%$840,276
- 2. Clearwater Analytics Holdings Inc Class A2.36%$1.58M
- 3. Rollins Inc2.68%$1.8M
- 4. Bentley Systems Inc Ordinary Shares - Class B2%$1.34M
- 5. Cadence Design Systems Inc3.13%$2.09M
- 6. Amphenol Corp Class A1.14%$763,661
- 7. MSCI Inc1%$672,381
- 8. Intercontinental Exchange Inc1.67%$1.12M
- 9. TJX Companies Inc1.77%$1.18M
- 10. TransUnion2.98%$2M
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 Equity Series
Totals
Holdings
Assets
Weight
Prisons
3
$10.75M
16%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$17.05M
25%
Borders high risk
1
$1.88M
2.81%
Total
7
$17.05M
25%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$4M
5.98%
2.
Amazon.com Inc
:$3.8M
5.68%
3.
Alphabet Inc Class A
:$2.94M
4.4%
4.
TransUnion
:$2M
2.98%
5.
L3Harris Technologies Inc
:$1.88M
2.81%
6.
Thermo Fisher Scientific Inc
:$1.62M
2.42%
7.
Salesforce Inc
:$800,349
1.2%
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 Equity Series MEYWX
Environment
Social
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