Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund MFS Total Return Fund
FUND COVERAGE
# of holdings84
% of assets57%
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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Grid PLC0.64%$51.88M
- 2. Diageo PLC0.3%$23.93M
- 3. Bank of America Corp1.67%$135.54M
- 4. The Interpublic Group of Companies Inc0.06%$4.7M
- 5. Philip Morris International Inc1.19%$96.46M
- 6. Willis Towers Watson PLC1.12%$90.81M
- 7. JPMorgan Chase & Co1.26%$101.73M
- 8. Henkel AG & Co KGaA Participating Preferred0.54%$43.39M
- 9. Wells Fargo & Co0.45%$36.46M
- 10. Accenture PLC Class A0.35%$28.51M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Flowserve Corp0.16%$13.08M
- 2. Axalta Coating Systems Ltd0.38%$30.42M
- 3. Mohawk Industries Inc0.28%$22.51M
- 4. LKQ Corp0.51%$41.57M
- 5. Charles Schwab Corp2.44%$197.63M
- 6. AGCO Corp0.33%$26.51M
- 7. Cognizant Technology Solutions Corp Class A0.36%$29.13M
- 8. Masco Corp0.91%$73.69M
- 9. Albertsons Companies Inc Class A0.19%$15.28M
- 10. Diamondback Energy Inc0.17%$13.91M
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 Total Return Fund
Totals
Holdings
Assets
Weight
Prisons
3
$173.24M
2.14%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$288.76M
3.56%
Borders high risk
3
$129.34M
1.6%
Total
7
$331.08M
4.09%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$130.91M
1.62%
2.
L3Harris Technologies Inc
:$65.18M
0.8%
3.
General Dynamics Corp
:$48.25M
0.6%
4.
Accenture PLC Class A
:$28.51M
0.35%
5.
Target Corp
$26.68M
0.33%
6.
Leidos Holdings Inc
:$15.91M
0.2%
7.
Archer-Daniels-Midland Co
$15.64M
0.19%
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 Total Return Fund MTRIX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer