Natixis US Equity Opportunities Fund - Natixis
Shareclass
Natixis US Equity Opportunities Fund Class C (NECCX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Natixis US Equity Opportunities Fund - Natixis
FUND COVERAGE
# of holdings74
% of assets98%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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. Novartis AG0.35%$4.57M
- 2. Novo Nordisk A/S0.59%$7.78M
- 3. Bank of America Corp1.67%$22.06M
- 4. Citigroup Inc2.11%$27.9M
- 5. Willis Towers Watson PLC1.72%$22.67M
- 6. Wells Fargo & Co1.27%$16.79M
- 7. Autodesk Inc1.16%$15.25M
- 8. General Motors Co1.7%$22.5M
- 9. Microsoft Corp1.26%$16.6M
- 10. Merck & Co Inc1.36%$18M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc1.27%$16.79M
- 2. CRISPR Therapeutics AG0.21%$2.82M
- 3. Boston Beer Co Inc/The0.17%$2.23M
- 4. Charter Communications Inc0.79%$10.48M
- 5. Genuine Parts Co0.9%$11.87M
- 6. SEI Investments Co0.51%$6.69M
- 7. Expeditors International of Washington Inc0.47%$6.2M
- 8. Monster Beverage Corp1.67%$22.01M
- 9. Charles Schwab Corp/The1.66%$21.94M
- 10. Targa Resources Corp1.37%$18.14M
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 Natixis US Equity Opportunities Fund - Natixis
Totals
Holdings
Assets
Weight
Prisons
8.0
$179.95M
14%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
7.0
$190.79M
14%
Borders high risk
0.0
$0
0%
Total
9.0
$211.67M
16%
Holdings — 9 flagged holdings
1.
Alphabet Inc
:$62.91M
4.77%
2.
Amazon.com Inc
:$36.27M
2.75%
3.
Salesforce Inc
:$31.72M
2.4%
4.
General Motors Co
:$22.5M
1.7%
5.
Elevance Health Inc
$16.65M
1.26%
6.
Microsoft Corp
:$16.6M
1.26%
7.
Equifax Inc
:$14.45M
1.09%
8.
Alphabet Inc
:$6.34M
0.48%
9.
Yum! Brands Inc
$4.22M
0.32%
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.
Natixis US Equity Opportunities Fund - Natixis NECCX
Environment
Social
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