Marsico Global Fund
Shareclass
Marsico Global (MGLBX)
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 Marsico Global Fund
FUND COVERAGE
# of holdings25
% of assets89%
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
11 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Hermes International SA2.11%$9.75M
- 2. JPMorgan Chase & Co2.98%$13.8M
- 3. The Goldman Sachs Group Inc3.18%$14.69M
- 4. SAP SE ADR1.59%$7.36M
- 5. Microsoft Corp3.85%$17.8M
- 6. Airbus SE2.15%$9.95M
- 7. GE Aerospace5%$23.15M
- 8. Siemens Energy AG ADR5.27%$24.38M
- 9. Rolls-Royce Holdings PLC7.31%$33.84M
- 10. Meta Platforms Inc Class A5.37%$24.83M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Roblox Corp Ordinary Shares - Class A1.78%$8.21M
- 2. Palantir Technologies Inc Ordinary Shares - Class A3.52%$16.27M
- 3. AppLovin Corp Ordinary Shares - Class A6.1%$28.21M
- 4. O'Reilly Automotive Inc1.52%$7.03M
- 5. Nintendo Co Ltd ADR1.89%$8.73M
- 6. Costco Wholesale Corp2.61%$12.08M
- 7. Spotify Technology SA4.88%$22.59M
- 8. Ferrari NV1.5%$6.96M
- 9. ASML Holding NV ADR3.68%$17.04M
- 10. Amazon.com Inc3.93%$18.19M
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 Marsico Global Fund
Totals
Holdings
Assets
Weight
Prisons
3
$48.06M
10%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$62.21M
13%
Borders high risk
2
$26.22M
5.67%
Total
5
$74.28M
16%
Holdings — 5 flagged holdings
1.
Amazon.com Inc
:$18.19M
3.93%
2.
Microsoft Corp
:$17.8M
3.85%
3.
Palantir Technologies Inc Ordinary Shares - Class A
:$16.27M
3.52%
4.
Costco Wholesale Corp
$12.08M
2.61%
5.
Airbus SE
:$9.95M
2.15%
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.
Marsico Global Fund MGLBX
Environment
Social
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