Marsico International Opportunities Fund
Shareclass
Marsico International Opportunities (MIOFX)
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 International Opportunities Fund
FUND COVERAGE
# of holdings27
% of assets82%
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
12 / 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 SA2.21%$3.02M
- 2. SAP SE5.5%$7.51M
- 3. Microsoft Corp3.96%$5.41M
- 4. Coca-Cola HBC AG1.11%$1.52M
- 5. Coca-Cola Europacific Partners PLC3.16%$4.32M
- 6. Airbus SE2.84%$3.87M
- 7. GE Aerospace3.27%$4.46M
- 8. Siemens Energy AG Ordinary Shares6.72%$9.17M
- 9. Siemens Energy AG ADR0.26%$352,485
- 10. Rolls-Royce Holdings PLC6.7%$9.14M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Constellation Software Inc2.56%$3.49M
- 2. AppLovin Corp Ordinary Shares - Class A2.98%$4.06M
- 3. Nintendo Co Ltd3.08%$4.21M
- 4. Sony Group Corp ADR2.56%$3.5M
- 5. ARM Holdings PLC ADR2.28%$3.11M
- 6. Chipotle Mexican Grill Inc0.61%$831,872
- 7. Rheinmetall AG1.78%$2.43M
- 8. Spotify Technology SA3.78%$5.16M
- 9. Ryanair Holdings PLC ADR1.95%$2.67M
- 10. Ferrari NV1.92%$2.62M
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 International Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
1
$5.41M
3.96%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$9.28M
6.8%
Borders high risk
1
$3.87M
2.84%
Total
2
$9.28M
6.8%
Holdings — 2 flagged holdings
1.
Microsoft Corp
:$5.41M
3.96%
2.
Airbus SE
:$3.87M
2.84%
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 International Opportunities Fund MIOFX
Environment
Social
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