MoA Clear Passage 2030 Fund
Shareclass
MoA Clear Passage 2030 Fund (MURIX)
Type
Open-end mutual fund
Manager
Target date
Mutual of America Retirement Series
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund MoA Clear Passage 2030 Fund
FUND COVERAGE
# of holdings1,142
% 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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 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. Allianz SE0.16%$2.25M
- 2. International Flavors & Fragrances Inc0.01%$179,713
- 3. AstraZeneca PLC0.08%$1.1M
- 4. Aena SME SA0.06%$860,084
- 5. GSK PLC0.09%$1.33M
- 6. Xero Ltd0.07%$957,157
- 7. Procter & Gamble Co0.25%$3.57M
- 8. Iberdrola SA0.13%$1.88M
- 9. Novartis AG Registered Shares0.3%$4.36M
- 10. BNP Paribas Act. Cat.A0.1%$1.45M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc<0.01%$116,504
- 2. EchoStar Corp Class A<0.01%$100,781
- 3. Core Scientific Inc Ordinary Shares - New0.04%$551,001
- 4. Servisfirst Bancshares Inc0.04%$635,437
- 5. Supernus Pharmaceuticals Inc0.03%$377,430
- 6. GameStop Corp Class A0.02%$269,185
- 7. RBC Bearings Inc0.04%$622,853
- 8. Viper Energy Inc Ordinary Shares - Class A<0.01%$135,523
- 9. Dyne Therapeutics Inc Ordinary Shares<0.01%$21,349
- 10. Chewy Inc0.02%$253,432
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 MoA Clear Passage 2030 Fund
Totals
Holdings
Assets
Weight
Prisons
31
$101.82M
7.03%
Prisons high risk
6
$1.94M
0.13%
Private prisons
0
$0
0%
Borders
37
$100.13M
6.91%
Borders high risk
18
$10.94M
0.76%
Total
52
$122.69M
8.47%
Holdings — 52 flagged holdings
1.
Microsoft Corp
:$35.32M
2.44%
2.
Amazon.com Inc
:$19.8M
1.37%
3.
Alphabet Inc Class A
:$9.8M
0.68%
4.
Berkshire Hathaway Inc Class B
$8.51M
0.59%
5.
Alphabet Inc Class C
:$7.96M
0.55%
6.
Costco Wholesale Corp
$4.2M
0.29%
7.
Walmart Inc
$4.04M
0.28%
8.
HSBC Holdings PLC
:$2.87M
0.2%
9.
Palantir Technologies Inc Ordinary Shares - Class A
:$2.77M
0.19%
10.
RELX PLC
:$2.57M
0.18%
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.
MoA Clear Passage 2030 Fund MURIX
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