NYLI Moderate Allocation Fund
Shareclass
NYLI Moderate Allocation Investor Class (MMRDX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund NYLI Moderate Allocation Fund
FUND COVERAGE
# of holdings2,616
% of assets51%
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
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. National Bank of Canada<0.01%$123
- 2. Transurban Group<0.01%$71,648
- 3. GPT Group<0.01%$19,733
- 4. QBE Insurance Group Ltd<0.01%$48,697
- 5. Allianz SE0.02%$124,586
- 6. International Flavors & Fragrances Inc<0.01%$23,589
- 7. AstraZeneca PLC ADR0.16%$1.25M
- 8. AstraZeneca PLC0.11%$862,391
- 9. Qantas Airways Ltd<0.01%$15
- 10. ASX Ltd<0.01%$19,528
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc<0.01%$17,325
- 2. TG Therapeutics Inc<0.01%$48,183
- 3. TKO Group Holdings Inc<0.01%$24,303
- 4. KBC Ancora SA<0.01%$2
- 5. Gav-Yam Lands Corp Ltd<0.01%$0
- 6. Shopify Inc Registered Shs -A- Subord Vtg0.17%$1.32M
- 7. Supernus Pharmaceuticals Inc<0.01%$24,961
- 8. Tuas Ltd Ordinary Shares<0.01%$0
- 9. Constellation Software Inc0.27%$2.19M
- 10. Dyne Therapeutics Inc Ordinary Shares<0.01%$11,698
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 NYLI Moderate Allocation Fund
Totals
Holdings
Assets
Weight
Prisons
32
$40.25M
5.03%
Prisons high risk
10
$1.51M
0.19%
Private prisons
3
$4,629
<0.01%
Borders
31
$40.6M
5.08%
Borders high risk
14
$4.38M
0.55%
Total
50
$45.81M
5.73%
Holdings — 50 flagged holdings
1.
Microsoft Corp
:$17.25M
2.16%
2.
Alphabet Inc Class C
:$7.24M
0.91%
3.
Amazon.com Inc
:$4.27M
0.53%
4.
Alphabet Inc Class A
:$4.18M
0.52%
5.
Berkshire Hathaway Inc Class B
$1.27M
0.16%
6.
RELX PLC
:$1.05M
0.13%
7.
Costco Wholesale Corp
$876,155
0.11%
8.
Regions Financial Corp
:$835,572
0.1%
9.
Airbus SE
:$677,416
0.08%
10.
Elevance Health Inc
$673,243
0.08%
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.
NYLI Moderate Allocation Fund MMRDX
Environment
Social
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