New Economy Fund
Shareclass
New Economy Fund Class R-2E (RNNEX)
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 New Economy Fund
FUND COVERAGE
# of holdings173
% of assets82%
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
24 / 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. Novo Nordisk A/S0.24%$106.39M
- 2. Boston Scientific Corp0.19%$84.3M
- 3. BAE Systems PLC0.25%$110.61M
- 4. Mastercard Inc0.85%$367.14M
- 5. Philip Morris International Inc1.01%$439.99M
- 6. Hermes International SCA0.14%$60.9M
- 7. Hilton Worldwide Holdings Inc0.08%$34.68M
- 8. Cie Financiere Richemont SA0.27%$119.15M
- 9. Sage Group PLC/The0.38%$166.36M
- 10. JPMorgan Chase & Co0.15%$64.95M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc0.97%$420.55M
- 2. FTAI Aviation Ltd0.11%$47.84M
- 3. Viper Energy Inc0.27%$119.09M
- 4. Constellation Software Inc/Canada0.18%$80.06M
- 5. Carvana Co0.67%$291.86M
- 6. Bridgebio Pharma Inc0.17%$74.48M
- 7. ADMA Biologics Inc0.03%$13.23M
- 8. ROBLOX Corp0.27%$119.04M
- 9. MARA Holdings Inc0.07%$32.42M
- 10. Strategy Inc0.2%$84.98M
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 New Economy Fund
Totals
Holdings
Assets
Weight
Prisons
8.0
$5.72B
13%
Prisons high risk
1.0
$80.58M
0.19%
Private prisons
0.0
$0
0%
Borders
11.0
$6.66B
15%
Borders high risk
3.0
$754.21M
1.74%
Total
12.0
$6.76B
16%
Holdings — 12 flagged holdings
1.
Microsoft Corp
:$2.17B
5%
2.
Amazon.com Inc
:$1.4B
3.21%
3.
Alphabet Inc
:$842.2M
1.94%
4.
Alphabet Inc
:$783.38M
1.8%
5.
Airbus SE
:$586.95M
1.35%
6.
Salesforce Inc
:$321.21M
0.74%
7.
NEC Corp
:$178M
0.41%
8.
Thermo Fisher Scientific Inc
:$168.26M
0.39%
9.
Berkshire Hathaway Inc
$98.34M
0.23%
10.
RTX Corp
:$86.69M
0.2%
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.
New Economy Fund RNNEX
Environment
Social
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