One Choice 2050 Portfolio - American Century

Shareclass
One Choice 2050 Portfolio A CLASS (ARFMX)
Type
Open-end mutual fund
Target date
One Choice Portfolio - American Century

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund One Choice 2050 Portfolio - American Century

FUND COVERAGE
# of holdings834
% of assets63%
Score
54 / 100
Rank

32.4 percentile

Group: Allocation

Rank: #446 out of 651

Grade
D

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. QBE Insurance Group Ltd
         % of fund invested: 0.03%
         $USD invested: $263,358
  • 2. Allianz SE
         % of fund invested: 0.11%
         $USD invested: $1.04M
  • 3. AstraZeneca PLC
         % of fund invested: 0.29%
         $USD invested: $2.85M
  • 4. AstraZeneca PLC
         % of fund invested: 0.09%
         $USD invested: $905,054
  • 5. Standard Chartered PLC
         % of fund invested: 0.06%
         $USD invested: $586,590
  • 6. GSK PLC
         % of fund invested: 0.16%
         $USD invested: $1.59M
  • 7. Publicis Groupe SA
         % of fund invested: 0.05%
         $USD invested: $490,082
  • 8. Westpac Banking Corp
         % of fund invested: <0.01%
         $USD invested: $63,591
  • 9. Stockland
         % of fund invested: 0.01%
         $USD invested: $126,091
  • 10. NatWest Group PLC
         % of fund invested: 0.09%
         $USD invested: $867,878
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Construction Partners Inc
         % of fund invested: 0.03%
         $USD invested: $247,057
  • 2. Core Scientific Inc
         % of fund invested: 0.01%
         $USD invested: $111,814
  • 3. Shopify Inc
         % of fund invested: 0.1%
         $USD invested: $985,581
  • 4. Astera Labs Inc
         % of fund invested: 0.02%
         $USD invested: $210,420
  • 5. Axos Financial Inc
         % of fund invested: 0.02%
         $USD invested: $183,170
  • 6. RadNet Inc
         % of fund invested: 0.01%
         $USD invested: $110,962
  • 7. RBC Bearings Inc
         % of fund invested: 0.03%
         $USD invested: $272,081
  • 8. Nuvalent Inc
         % of fund invested: <0.01%
         $USD invested: $94,833
  • 9. Carvana Co
         % of fund invested: 0.1%
         $USD invested: $936,297
  • 10. Bridgebio Pharma Inc
         % of fund invested: 0.02%
         $USD invested: $208,722

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 One Choice 2050 Portfolio - American Century

Totals

Holdings
Assets
Weight
Prisons
17.0
$63.02M
6.51%
     Prisons high risk
7.0
$4.59M
0.47%
     Private prisons
2.0
$604,461
0.06%
Borders
19.0
$62.67M
6.47%
     Borders high risk
8.0
$6.59M
0.68%
Total
24.0
$70.42M
7.27%
Full fund results

Holdings — 24 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$16.26M
1.68%
Prisons
Borders :
$16.26M
1.68%
2.
Alphabet Inc
Prisons
Borders
$15.73M
1.62%
Prisons
Borders :
$15.73M
1.62%
3.
Amazon.com Inc
Prisons
Borders
$11.15M
1.15%
Prisons
Borders :
$11.15M
1.15%
4.
Alphabet Inc
Prisons
Borders
$5.84M
0.6%
Prisons
Borders :
$5.84M
0.6%
5.
Berkshire Hathaway Inc
Prisons
$3.43M
0.35%
Prisons
$3.43M
0.35%
6.
Salesforce Inc
Borders
$2.07M
0.21%
Borders :
$2.07M
0.21%
7.
Costco Wholesale Corp
Prisons
$2.05M
0.21%
Prisons
$2.05M
0.21%
8.
RTX Corp
Borders
$1.75M
0.18%
Borders :
$1.75M
0.18%
9.
Airbus SE
Borders
$1.72M
0.18%
Borders :
$1.72M
0.18%
10.
Regions Financial Corp
Prisons
$1.67M
0.17%
Prisons
$1.67M
0.17%
More from Invest Your Values
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