One Choice Blend+ 2050 Portfolio - American Century

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

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund One Choice Blend+ 2050 Portfolio - American Century

FUND COVERAGE
# of holdings2,815
% of assets72%
Score
53 / 100
Rank

14.3 percentile

Group: Allocation

Rank: #559 out of 651

Grade
F

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. National Bank of Canada
         % of fund invested: 0.03%
         $USD invested: $32,391
  • 2. Transurban Group
         % of fund invested: <0.01%
         $USD invested: $5,956
  • 3. QBE Insurance Group Ltd
         % of fund invested: 0.01%
         $USD invested: $17,567
  • 4. Allianz SE
         % of fund invested: 0.06%
         $USD invested: $72,744
  • 5. International Flavors & Fragrances Inc
         % of fund invested: <0.01%
         $USD invested: $3,995
  • 6. AstraZeneca PLC
         % of fund invested: 0.18%
         $USD invested: $230,273
  • 7. AstraZeneca PLC
         % of fund invested: 0.15%
         $USD invested: $188,827
  • 8. Qantas Airways Ltd
         % of fund invested: <0.01%
         $USD invested: $5,220
  • 9. Viva Energy Group Ltd
         % of fund invested: <0.01%
         $USD invested: $2,992
  • 10. ASX Ltd
         % of fund invested: <0.01%
         $USD invested: $1,266
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: <0.01%
         $USD invested: $5,636
  • 2. Red Rock Resorts Inc
         % of fund invested: <0.01%
         $USD invested: $2,862
  • 3. EchoStar Corp
         % of fund invested: <0.01%
         $USD invested: $6,967
  • 4. KBC Ancora
         % of fund invested: <0.01%
         $USD invested: $3,830
  • 5. Gav-Yam Lands Corp Ltd
         % of fund invested: <0.01%
         $USD invested: $155
  • 6. Construction Partners Inc
         % of fund invested: 0.03%
         $USD invested: $36,121
  • 7. Core Scientific Inc
         % of fund invested: 0.01%
         $USD invested: $16,348
  • 8. Shopify Inc
         % of fund invested: 0.21%
         $USD invested: $270,838
  • 9. ServisFirst Bancshares Inc
         % of fund invested: <0.01%
         $USD invested: $3,070
  • 10. Supernus Pharmaceuticals Inc
         % of fund invested: <0.01%
         $USD invested: $1,333

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 Blend+ 2050 Portfolio - American Century

Totals

Holdings
Assets
Weight
Prisons
47.0
$11M
8.55%
     Prisons high risk
12.0
$247,125
0.19%
     Private prisons
3.0
$61,283
0.05%
Borders
47.0
$11.1M
8.63%
     Borders high risk
20.0
$1.04M
0.81%
Total
73.0
$12.51M
9.72%
Full fund results

Holdings — 73 flagged holdings

1.
Alphabet Inc
Prisons
Borders
$3.53M
2.74%
Prisons
Borders :
$3.53M
2.74%
2.
Amazon.com Inc
Prisons
Borders
$2.61M
2.03%
Prisons
Borders :
$2.61M
2.03%
3.
Microsoft Corp
Prisons
Borders
$1.6M
1.24%
Prisons
Borders :
$1.6M
1.24%
4.
Alphabet Inc
Prisons
Borders
$1.06M
0.83%
Prisons
Borders :
$1.06M
0.83%
5.
Berkshire Hathaway Inc
Prisons
$737,109
0.57%
Prisons
$737,109
0.57%
6.
RTX Corp
Borders
$328,946
0.26%
Borders :
$328,946
0.26%
7.
Salesforce Inc
Borders
$302,716
0.24%
Borders :
$302,716
0.24%
8.
Palantir Technologies Inc
Borders
$251,557
0.2%
Borders :
$251,557
0.2%
9.
NEC Corp
Prisons
Borders
$250,832
0.19%
Prisons
Borders :
$250,832
0.19%
10.
Costco Wholesale Corp
Prisons
$182,036
0.14%
Prisons
$182,036
0.14%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

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