Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund MFS Growth Fund
FUND COVERAGE
# of holdings63
% of assets99%
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
10 / 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. Boston Scientific Corp1.2%$554.54M
- 2. Mastercard Inc Class A3.52%$1.63B
- 3. Philip Morris International Inc1.32%$611.98M
- 4. Hilton Worldwide Holdings Inc1.09%$506.6M
- 5. Uber Technologies Inc0.44%$203.86M
- 6. Autodesk Inc1.53%$707.4M
- 7. The Goldman Sachs Group Inc0.23%$108.16M
- 8. SAP SE0.52%$239.93M
- 9. Microsoft Corp14%$6.6B
- 10. Trane Technologies PLC Class A0.82%$380.32M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.46%$213.98M
- 2. AppLovin Corp Ordinary Shares - Class A0.65%$299.91M
- 3. Curtiss-Wright Corp0.2%$91.17M
- 4. CrowdStrike Holdings Inc Class A0.44%$202.45M
- 5. O'Reilly Automotive Inc0.69%$319.98M
- 6. Broadcom Inc1.52%$705.42M
- 7. Vulcan Materials Co0.52%$241.22M
- 8. Cadence Design Systems Inc1.37%$634M
- 9. Guidewire Software Inc0.52%$240.48M
- 10. Howmet Aerospace Inc1.4%$646.43M
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 MFS Growth Fund
Totals
Holdings
Assets
Weight
Prisons
3
$12.19B
26%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$12.99B
28%
Borders high risk
0
$0
0%
Total
5
$12.99B
28%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$6.6B
14%
2.
Amazon.com Inc
:$3.69B
7.96%
3.
Alphabet Inc Class A
:$1.9B
4.1%
4.
Thermo Fisher Scientific Inc
:$565.72M
1.22%
5.
TransUnion
:$242.34M
0.52%
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.
MFS Growth Fund MFECX
Environment
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