Nomura Opportunity Fund - Delaware Group
Shareclass
Nomura Opportunity Fund Class A (FIUSX)
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 Opportunity Fund - Delaware Group
FUND COVERAGE
# of holdings92
% 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
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
6 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Marriott International Inc/MD1.61%$8.29M
- 2. Willis Towers Watson PLC1.33%$6.83M
- 3. Edison International0.98%$5.04M
- 4. Hartford Insurance Group Inc/The1.13%$5.82M
- 5. Hershey Co/The0.74%$3.82M
- 6. VICI Properties Inc0.93%$4.8M
- 7. Keysight Technologies Inc1.09%$5.59M
- 8. Raymond James Financial Inc1.52%$7.79M
- 9. Ventas Inc1.01%$5.17M
- 10. State Street Corp1.53%$7.84M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Reliance Inc1.24%$6.38M
- 2. Curtiss-Wright Corp1.36%$6.97M
- 3. Axalta Coating Systems Ltd0.57%$2.91M
- 4. Dick's Sporting Goods Inc0.6%$3.1M
- 5. Oshkosh Corp1.42%$7.29M
- 6. MasTec Inc1.25%$6.42M
- 7. NEXTracker Inc1.17%$5.99M
- 8. Tyson Foods Inc0.54%$2.78M
- 9. Celanese Corp0.49%$2.5M
- 10. Vulcan Materials Co1.31%$6.73M
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 Opportunity Fund - Delaware Group
Totals
Holdings
Assets
Weight
Prisons
4.0
$20.3M
3.95%
Prisons high risk
2.0
$13.44M
2.62%
Private prisons
0.0
$0
0%
Borders
4.0
$25.5M
4.96%
Borders high risk
3.0
$16.96M
3.3%
Total
6.0
$32.36M
6.3%
Holdings — 6 flagged holdings
1.
CACI International Inc
:$8.54M
1.66%
2.
L3Harris Technologies Inc
:$7.31M
1.42%
3.
Citizens Financial Group Inc
:$6.13M
1.19%
4.
Kroger Co/The
$4.08M
0.79%
5.
KBR Inc
:$3.52M
0.69%
6.
Tyson Foods Inc
$2.78M
0.54%
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 Opportunity Fund - Delaware Group FIUSX
Environment
Social
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