Nationwide Fund

Shareclass
Nationwide R (GNWRX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Nationwide Fund

FUND COVERAGE
# of holdings51
% of assets98%
Score
56 / 100
Rank

85.4 percentile

Group: U.S. Large Cap Equity

Rank: #214 out of 1,462

Grade
A

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

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 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. Boston Scientific Corp
         % of fund invested: 1.24%
         $USD invested: $22.53M
  • 2. Bank of America Corp
         % of fund invested: 1.83%
         $USD invested: $33.29M
  • 3. Mondelez International Inc Class A
         % of fund invested: 0.72%
         $USD invested: $13.01M
  • 4. Mastercard Inc Class A
         % of fund invested: 2.69%
         $USD invested: $48.88M
  • 5. Hilton Worldwide Holdings Inc
         % of fund invested: 1.02%
         $USD invested: $18.54M
  • 6. Wells Fargo & Co
         % of fund invested: 2.23%
         $USD invested: $40.54M
  • 7. PepsiCo Inc
         % of fund invested: 0.96%
         $USD invested: $17.48M
  • 8. Johnson & Johnson
         % of fund invested: 1.61%
         $USD invested: $29.25M
  • 9. Microsoft Corp
         % of fund invested: 8.84%
         $USD invested: $160.7M
  • 10. S&P Global Inc
         % of fund invested: 0.93%
         $USD invested: $16.87M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Old Dominion Freight Line Inc Ordinary Shares
         % of fund invested: 0.55%
         $USD invested: $10M
  • 2. Martin Marietta Materials Inc
         % of fund invested: 1.32%
         $USD invested: $24.03M
  • 3. NextEra Energy Inc
         % of fund invested: 1%
         $USD invested: $18.2M
  • 4. Broadcom Inc
         % of fund invested: 3%
         $USD invested: $54.51M
  • 5. Cadence Design Systems Inc
         % of fund invested: 0.7%
         $USD invested: $12.72M
  • 6. Waste Connections Inc
         % of fund invested: 0.79%
         $USD invested: $14.27M
  • 7. Howmet Aerospace Inc
         % of fund invested: 1.35%
         $USD invested: $24.5M
  • 8. Canadian Pacific Kansas City Ltd
         % of fund invested: 1.04%
         $USD invested: $18.83M
  • 9. Costco Wholesale Corp
         % of fund invested: 0.72%
         $USD invested: $13.09M
  • 10. Booking Holdings Inc
         % of fund invested: 1.9%
         $USD invested: $34.44M

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 Nationwide Fund

Totals

Holdings
Assets
Weight
Prisons
6
$398.65M
22%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
4
$356.09M
20%
     Borders high risk
0
$0
0%
Total
7
$415.46M
23%
Full fund results

Holdings — 7 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$160.7M
8.84%
Prisons
Borders :
$160.7M
8.84%
2.
Amazon.com Inc
Prisons
Borders
$97.84M
5.38%
Prisons
Borders :
$97.84M
5.38%
3.
Alphabet Inc Class C
Prisons
Borders
$80.74M
4.44%
Prisons
Borders :
$80.74M
4.44%
4.
McDonald's Corp
Prisons
$28.96M
1.59%
Prisons
$28.96M
1.59%
5.
Walmart Inc
Prisons
$17.32M
0.95%
Prisons
$17.32M
0.95%
6.
Thermo Fisher Scientific Inc
Borders
$16.81M
0.93%
Borders :
$16.81M
0.93%
7.
Costco Wholesale Corp
Prisons
$13.09M
0.72%
Prisons
$13.09M
0.72%
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