Nomura Growth and Income Fund - Delaware Group
Shareclass
Nomura Growth and Income Fund Institutional Class (FGIPX)
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 Nomura Growth and Income Fund - Delaware Group
FUND COVERAGE
# of holdings50
% of assets99%
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. Citigroup Inc4.59%$72.99M
- 2. Philip Morris International Inc3.43%$54.55M
- 3. Wells Fargo & Co3.13%$49.83M
- 4. Accenture PLC1.08%$17.23M
- 5. Bristol-Myers Squibb Co3.31%$52.67M
- 6. Verizon Communications Inc2.12%$33.72M
- 7. Altria Group Inc1.74%$27.64M
- 8. Merck & Co Inc2.69%$42.81M
- 9. Trane Technologies PLC0.67%$10.61M
- 10. AT&T Inc3.17%$50.49M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Dillard's Inc1.07%$17.04M
- 2. Evercore Inc2.69%$42.77M
- 3. AppLovin Corp1.2%$19.06M
- 4. Comfort Systems USA Inc0.97%$15.49M
- 5. HF Sinclair Corp0.69%$10.95M
- 6. Invesco Ltd3.08%$49.02M
- 7. Old Republic International Corp1.35%$21.48M
- 8. 3M Co1.27%$20.19M
- 9. Micron Technology Inc4.73%$75.32M
- 10. Booking Holdings Inc2.75%$43.8M
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 Nomura Growth and Income Fund - Delaware Group
Totals
Holdings
Assets
Weight
Prisons
3.0
$84.64M
5.32%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
6.0
$167.57M
11%
Borders high risk
1.0
$25.88M
1.63%
Total
7.0
$187.76M
12%
Holdings — 7 flagged holdings
1.
AT&T Inc
:$50.49M
3.17%
2.
Alphabet Inc
:$48.48M
3.05%
3.
Lockheed Martin Corp
:$25.88M
1.63%
4.
3M Co
$20.19M
1.27%
5.
Accenture PLC
:$17.23M
1.08%
6.
Western Union Co/The
:$15.96M
1%
7.
Salesforce Inc
:$9.52M
0.6%
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.
Nomura Growth and Income Fund - Delaware Group FGIPX
Environment
Social
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