Nomura Science and Technology Fund - Ivy Funds
Shareclass
Nomura Science and Technology Fund Class Y (WSTYX)
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 Science and Technology Fund - Ivy Funds
FUND COVERAGE
# of holdings35
% of assets92%
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
23 / 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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Accenture PLC2.07%$135.86M
- 2. Microsoft Corp4.96%$326.39M
- 3. Salesforce Inc2.11%$138.9M
- 4. Meta Platforms Inc2.64%$173.77M
- 5. Gilead Sciences Inc1.6%$104.93M
- 6. Alphabet Inc4.51%$296.67M
- 7. DoorDash Inc2.77%$182.36M
- 8. Intuitive Surgical Inc2.2%$144.74M
- 9. NVIDIA Corp8.13%$535.02M
- 10. Netflix Inc2.06%$135.24M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc2.06%$135.77M
- 2. Kratos Defense & Security Solutions Inc1.57%$103.14M
- 3. SharkNinja Inc2.1%$138.07M
- 4. Snowflake Inc1.1%$72.29M
- 5. Coinbase Global Inc0.87%$57.02M
- 6. Celestica Inc1.46%$95.77M
- 7. Broadcom Inc4.36%$287.01M
- 8. Cadence Design Systems Inc1.82%$119.86M
- 9. Howmet Aerospace Inc1.92%$126.31M
- 10. MercadoLibre Inc0.98%$64.64M
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 Science and Technology Fund - Ivy Funds
Totals
Holdings
Assets
Weight
Prisons
3.0
$914.68M
14%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
5.0
$1.19B
18%
Borders high risk
0.0
$0
0%
Total
5.0
$1.19B
18%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$326.39M
4.96%
2.
Alphabet Inc
:$296.67M
4.51%
3.
Amazon.com Inc
:$291.63M
4.43%
4.
Salesforce Inc
:$138.9M
2.11%
5.
Accenture PLC
:$135.86M
2.07%
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 Science and Technology Fund - Ivy Funds WSTYX
Environment
Social
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