MFS International Diversification Fund

Shareclass
MFS Intl Diversification A (MDIDX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund MFS International Diversification Fund

FUND COVERAGE
# of holdings341
% of assets71%
Score
57 / 100
Rank

69.3 percentile

Group: International Equity

Rank: #337 out of 1,095

Grade
B

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

13 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AstraZeneca PLC
         % of fund invested: 0.23%
         $USD invested: $101.43M
  • 2. CAR Group Ltd
         % of fund invested: 0.02%
         $USD invested: $9.73M
  • 3. National Grid PLC
         % of fund invested: 0.64%
         $USD invested: $280.28M
  • 4. Publicis Groupe SA
         % of fund invested: 0.17%
         $USD invested: $73.76M
  • 5. NatWest Group PLC
         % of fund invested: 1.5%
         $USD invested: $661M
  • 6. Sanofi SA
         % of fund invested: 0.54%
         $USD invested: $236.86M
  • 7. Diageo PLC
         % of fund invested: 0.46%
         $USD invested: $203.7M
  • 8. Iberdrola SA
         % of fund invested: 0.22%
         $USD invested: $98.07M
  • 9. Sodexo
         % of fund invested: 0.25%
         $USD invested: $111.09M
  • 10. Novartis AG Registered Shares
         % of fund invested: 0.05%
         $USD invested: $22.15M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Constellation Software Inc
         % of fund invested: 0.3%
         $USD invested: $130.53M
  • 2. Sankyu Inc
         % of fund invested: 0.02%
         $USD invested: $10.11M
  • 3. ABC-Mart Inc
         % of fund invested: 0.03%
         $USD invested: $15.16M
  • 4. Shimamura Co Ltd
         % of fund invested: 0.07%
         $USD invested: $29.73M
  • 5. ARB Corp Ltd
         % of fund invested: 0.01%
         $USD invested: $6M
  • 6. COSMOS Pharmaceutical Corp
         % of fund invested: 0.01%
         $USD invested: $4.74M
  • 7. Freightways Group Ltd
         % of fund invested: 0.02%
         $USD invested: $8.8M
  • 8. Seino Holdings Co Ltd
         % of fund invested: 0.02%
         $USD invested: $8.43M
  • 9. Fujitec Co Ltd
         % of fund invested: 0.02%
         $USD invested: $10.11M
  • 10. JGC Holdings Corp
         % of fund invested: 0.04%
         $USD invested: $15.87M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund MFS International Diversification Fund

Totals

Holdings
Assets
Weight
Prisons
3
$352.74M
0.8%
     Prisons high risk
1
$111.09M
0.25%
     Private prisons
1
$111.09M
0.25%
Borders
3
$476.01M
1.08%
     Borders high risk
0
$0
0%
Total
5
$610.25M
1.38%
Full fund results

Holdings — 5 flagged holdings

1.
Capgemini SE
Prisons
Borders
$218.49M
0.5%
Prisons
Borders :
$218.49M
0.5%
2.
Thales
Borders
$141.97M
0.32%
Borders :
$141.97M
0.32%
3.
NEC Corp
Borders
$115.54M
0.26%
Borders :
$115.54M
0.26%
4.
Sodexo
Prisons
$111.09M
0.25%
Prisons
$111.09M
0.25%
5.
Chocoladefabriken Lindt & Spruengli AG Ordinary Shares - Non Voting
Prisons
$23.15M
0.05%
Prisons
$23.15M
0.05%
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