NYLI PineStone U.S. Equity Fund
Shareclass
NYLI PineStone U.S. Equity Class I (FCUIX)
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 PineStone U.S. Equity Fund
FUND COVERAGE
# of holdings26
% of assets100%
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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Mastercard Inc Class A5.63%$31.64M
- 2. Hilton Worldwide Holdings Inc3.09%$17.39M
- 3. PepsiCo Inc2.89%$16.24M
- 4. Johnson & Johnson2.63%$14.77M
- 5. Colgate-Palmolive Co1.6%$9.02M
- 6. Microsoft Corp10%$58.09M
- 7. Adobe Inc1.81%$10.18M
- 8. FactSet Research Systems Inc2.42%$13.6M
- 9. Otis Worldwide Corp Ordinary Shares2.71%$15.23M
- 10. Alphabet Inc Class A8.07%$45.36M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Graco Inc2.31%$12.97M
- 2. Copart Inc2.76%$15.51M
- 3. Mettler-Toledo International Inc2.84%$15.95M
- 4. MSCI Inc3.02%$16.98M
- 5. Linde PLC3.37%$18.95M
- 6. AutoZone Inc7%$39.35M
- 7. Analog Devices Inc3.2%$18.02M
- 8. Oracle Corp5.55%$31.19M
- 9. TJX Companies Inc3.64%$20.48M
- 10. Carrier Global Corp Ordinary Shares2.95%$16.57M
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 PineStone U.S. Equity Fund
Totals
Holdings
Assets
Weight
Prisons
2
$103.45M
18%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$103.45M
18%
Borders high risk
0
$0
0%
Total
2
$103.45M
18%
Holdings — 2 flagged holdings
1.
Microsoft Corp
:$58.09M
10%
2.
Alphabet Inc Class A
:$45.36M
8.07%
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.
NYLI PineStone U.S. Equity Fund FCUIX
Environment
Social
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