New Perspective Fund
Shareclass
New Perspective Fund Class R-2E (RPEBX)
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 Perspective Fund
FUND COVERAGE
# of holdings247
% of assets89%
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
10 / 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 SE0.27%$437.32M
- 2. AstraZeneca PLC1.58%$2.57B
- 3. Standard Chartered PLC0.09%$138.71M
- 4. Publicis Groupe SA0.29%$469.57M
- 5. Sanofi SA0.26%$430.74M
- 6. Iberdrola SA0.03%$47.91M
- 7. Novo Nordisk A/S0.32%$526.21M
- 8. Canadian Imperial Bank of Commerce0.05%$88.87M
- 9. Boston Scientific Corp0.49%$795.39M
- 10. L'Oreal SA0.03%$44.28M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc1.36%$2.21B
- 2. FTAI Aviation Ltd0.34%$554.76M
- 3. Constellation Software Inc/Canada0.05%$82.05M
- 4. HEICO Corp0.28%$455.09M
- 5. ROBLOX Corp0.33%$538.77M
- 6. CRISPR Therapeutics AG0.06%$101.95M
- 7. Strategy Inc0.02%$30.15M
- 8. Brookfield Corp0.15%$237.93M
- 9. Reddit Inc0.14%$220.68M
- 10. Keyence Corp0.31%$502.53M
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 Perspective Fund
Totals
Holdings
Assets
Weight
Prisons
14.0
$16.36B
10%
Prisons high risk
1.0
$315.59M
0.19%
Private prisons
0.0
$0
0%
Borders
14.0
$18.61B
11%
Borders high risk
3.0
$2.81B
1.72%
Total
20.0
$21.42B
13%
Holdings — 20 flagged holdings
1.
Microsoft Corp
:$5.65B
3.47%
2.
Alphabet Inc
:$2.35B
1.44%
3.
Amazon.com Inc
:$2.21B
1.36%
4.
Alphabet Inc
:$1.57B
0.97%
5.
Airbus SE
:$1.54B
0.94%
6.
Thermo Fisher Scientific Inc
:$1.19B
0.73%
7.
Salesforce Inc
:$1.16B
0.71%
8.
Costco Wholesale Corp
$1.07B
0.66%
9.
Northrop Grumman Corp
:$953.61M
0.59%
10.
RELX PLC
:$752.61M
0.46%
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 Perspective Fund RPEBX
Environment
Social
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