NYLI PineStone Global Equity Fund

Shareclass
NYLI PineStone Global Equity Class A (FCGEX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund NYLI PineStone Global Equity Fund

FUND COVERAGE
# of holdings28
% of assets88%
Score
56 / 100
Rank

51.1 percentile

Group: International Equity

Rank: #537 out of 1,095

Grade
C

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

28 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Diageo PLC
         % of fund invested: 1.53%
         $USD invested: $636,811
  • 2. Novo Nordisk AS Class B
         % of fund invested: 1.78%
         $USD invested: $740,423
  • 3. Mastercard Inc Class A
         % of fund invested: 4.82%
         $USD invested: $2M
  • 4. Compagnie Financiere Richemont SA Class A
         % of fund invested: 3.22%
         $USD invested: $1.34M
  • 5. PepsiCo Inc
         % of fund invested: 1.9%
         $USD invested: $789,203
  • 6. Johnson & Johnson
         % of fund invested: 2.08%
         $USD invested: $863,648
  • 7. Nestle SA
         % of fund invested: 2.89%
         $USD invested: $1.2M
  • 8. InterContinental Hotels Group PLC
         % of fund invested: 3.06%
         $USD invested: $1.27M
  • 9. Microsoft Corp
         % of fund invested: 7.52%
         $USD invested: $3.12M
  • 10. Lvmh Moet Hennessy Louis Vuitton SE
         % of fund invested: 2.72%
         $USD invested: $1.13M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Keyence Corp
         % of fund invested: 3.74%
         $USD invested: $1.55M
  • 2. Graco Inc
         % of fund invested: 1.95%
         $USD invested: $810,869
  • 3. Geberit AG
         % of fund invested: 2.04%
         $USD invested: $846,208
  • 4. Copart Inc
         % of fund invested: 1.65%
         $USD invested: $686,980
  • 5. Mettler-Toledo International Inc
         % of fund invested: 2.21%
         $USD invested: $918,631
  • 6. MSCI Inc
         % of fund invested: 3.3%
         $USD invested: $1.37M
  • 7. AutoZone Inc
         % of fund invested: 5%
         $USD invested: $2.08M
  • 8. Intertek Group PLC
         % of fund invested: 0.9%
         $USD invested: $374,506
  • 9. Oracle Corp
         % of fund invested: 4.7%
         $USD invested: $1.95M
  • 10. TJX Companies Inc
         % of fund invested: 3.27%
         $USD invested: $1.36M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund NYLI PineStone Global Equity Fund

Totals

Holdings
Assets
Weight
Prisons
2
$5.71M
14%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
2
$5.71M
14%
     Borders high risk
0
$0
0%
Total
2
$5.71M
14%
Full fund results

Holdings — 2 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$3.12M
7.52%
Prisons
Borders :
$3.12M
7.52%
2.
Alphabet Inc Class A
Prisons
Borders
$2.59M
6.23%
Prisons
Borders :
$2.59M
6.23%
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