NYLI WMC Growth Fund - New York Life Investments
Shareclass
NYLI WMC Growth Fund Class A (KLGAX)
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 NYLI WMC Growth Fund - New York Life Investments
FUND COVERAGE
# of holdings52
% 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
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 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. Welltower Inc2.12%$21.64M
- 2. Mastercard Inc3.19%$32.64M
- 3. Hilton Worldwide Holdings Inc1.1%$11.25M
- 4. Uber Technologies Inc1.04%$10.6M
- 5. Goldman Sachs Group Inc/The0.66%$6.75M
- 6. Microsoft Corp7%$71.64M
- 7. S&P Global Inc1.05%$10.76M
- 8. HubSpot Inc0.54%$5.48M
- 9. General Electric Co1.83%$18.67M
- 10. Intuit Inc1.18%$12.11M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc0.81%$8.24M
- 2. Palantir Technologies Inc0.06%$623,007
- 3. AppLovin Corp0.14%$1.43M
- 4. Corpay Inc0.25%$2.53M
- 5. Fastenal Co1.19%$12.19M
- 6. Broadcom Inc5.78%$59.08M
- 7. Cadence Design Systems Inc1.14%$11.68M
- 8. Waste Connections Inc1.01%$10.36M
- 9. KKR & Co Inc0.85%$8.67M
- 10. Monolithic Power Systems Inc1.04%$10.64M
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 NYLI WMC Growth Fund - New York Life Investments
Totals
Holdings
Assets
Weight
Prisons
6.0
$235.55M
23%
Prisons high risk
1.0
$8.48M
0.83%
Private prisons
0.0
$0
0%
Borders
7.0
$236.17M
23%
Borders high risk
2.0
$9.11M
0.89%
Total
7.0
$236.17M
23%
Holdings — 7 flagged holdings
1.
Alphabet Inc
:$81.66M
7.98%
2.
Microsoft Corp
:$71.64M
7%
3.
Amazon.com Inc
:$57.66M
5.64%
4.
Axon Enterprise Inc
:$8.48M
0.83%
5.
TransUnion
:$8.34M
0.82%
6.
Thermo Fisher Scientific Inc
:$7.77M
0.76%
7.
Palantir Technologies Inc
:$623,007
0.06%
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 WMC Growth Fund - New York Life Investments KLGAX
Environment
Social
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