Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund MFS Value Fund
FUND COVERAGE
# of holdings70
% 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
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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Diageo PLC0.31%$172.86M
- 2. Marriott International Inc Class A1.36%$769.12M
- 3. Mondelez International Inc Class A0.98%$552.23M
- 4. Citigroup Inc1.85%$1.05B
- 5. Reckitt Benckiser Group PLC0.69%$389.25M
- 6. JPMorgan Chase & Co4.79%$2.71B
- 7. Wells Fargo & Co1.46%$828.34M
- 8. Accenture PLC Class A1.67%$946.71M
- 9. PepsiCo Inc1.07%$603.46M
- 10. Johnson & Johnson2.4%$1.36B
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. PACCAR Inc1.11%$627.39M
- 2. KKR & Co Inc Ordinary Shares1.75%$992.51M
- 3. CDW Corp0.24%$133.91M
- 4. Caterpillar Inc0.54%$304.92M
- 5. Illinois Tool Works Inc1.09%$616.8M
- 6. NXP Semiconductors NV1.33%$755.36M
- 7. General Dynamics Corp2.21%$1.25B
- 8. Public Storage0.3%$170.12M
- 9. The Travelers Companies Inc1.86%$1.05B
- 10. EOG Resources Inc0.69%$393.07M
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 Value Fund
Totals
Holdings
Assets
Weight
Prisons
1
$529.98M
0.94%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$5.06B
8.93%
Borders high risk
3
$3.56B
6.28%
Total
6
$5.59B
9.86%
Holdings — 6 flagged holdings
1.
RTX Corp
:$1.53B
2.71%
2.
General Dynamics Corp
:$1.25B
2.21%
3.
Accenture PLC Class A
:$946.71M
1.67%
4.
Northrop Grumman Corp
:$775.78M
1.37%
5.
Equifax Inc
:$550.95M
0.97%
6.
Elevance Health Inc
$529.98M
0.94%
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 Value Fund MEIHX
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Social
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