Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund MFS Mid Cap Growth Fund
FUND COVERAGE
# of holdings94
% 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
22 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. VF Corp0.11%$16.5M
- 2. Expedia Group Inc0.43%$65.25M
- 3. Alnylam Pharmaceuticals Inc0.7%$107.09M
- 4. Tapestry Inc0.82%$125.86M
- 5. Vistra Corp2.91%$446.03M
- 6. Nasdaq Inc1.42%$216.87M
- 7. Cloudflare Inc1.33%$203.62M
- 8. ASM International NV0.17%$26.06M
- 9. Tyler Technologies Inc1.23%$187.97M
- 10. Waters Corp0.27%$41.13M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc1.89%$288.97M
- 2. Astera Labs Inc1.36%$207.65M
- 3. Constellation Software Inc1.38%$211.29M
- 4. Carvana Co Class A1.11%$169.57M
- 5. Roblox Corp Ordinary Shares - Class A2.88%$440.85M
- 6. Tempus AI Inc Class A common stock0.12%$18.04M
- 7. ACV Auctions Inc Ordinary Shares - Class A0.2%$30.48M
- 8. Vertiv Holdings Co Class A0.51%$78.62M
- 9. Wingstop Inc0.98%$150.06M
- 10. Viking Holdings Ltd1.08%$165.89M
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 Mid Cap Growth Fund
Totals
Holdings
Assets
Weight
Prisons
2
$439.57M
2.87%
Prisons high risk
2
$439.57M
2.87%
Private prisons
0
$0
0%
Borders
4
$850.19M
5.55%
Borders high risk
3
$661.08M
4.32%
Total
4
$850.19M
5.55%
Holdings — 4 flagged holdings
1.
Axon Enterprise Inc
:$344.12M
2.25%
2.
The Carlyle Group Inc
:$221.51M
1.45%
3.
TransUnion
:$189.11M
1.24%
4.
Aramark
:$95.45M
0.62%
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 Mid Cap Growth Fund OTCAX
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Social
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