Payden Equity Income Fund
Shareclass
Payden Equity Income Adviser (PYVAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Payden Equity Income Fund
FUND COVERAGE
# of holdings68
% of assets87%
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
Top 10 holdings by Gender Equality score
- 1. NatWest Group PLC1.23%$13.97M
- 2. Procter & Gamble Co0.89%$10.17M
- 3. Aviva PLC1.06%$12.1M
- 4. Bank of America Corp2.44%$27.78M
- 5. JPMorgan Chase & Co3.79%$43.07M
- 6. Wells Fargo & Co2.39%$27.18M
- 7. PepsiCo Inc0.91%$10.34M
- 8. Exelon Corp1.31%$14.95M
- 9. Johnson & Johnson1.02%$11.56M
- 10. Verizon Communications Inc1.21%$13.71M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Lennar Corp Class A0.46%$5.2M
- 2. Nucor Corp0.69%$7.82M
- 3. SS&C Technologies Holdings Inc1.68%$19.13M
- 4. Broadcom Inc0.66%$7.55M
- 5. Simon Property Group Inc1.16%$13.24M
- 6. Costco Wholesale Corp0.78%$8.92M
- 7. Booking Holdings Inc0.73%$8.26M
- 8. Valero Energy Corp1.44%$16.38M
- 9. ITT Inc1.09%$12.36M
- 10. Quest Diagnostics Inc1.35%$15.35M
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 Payden Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
6
$116.08M
10%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$105.52M
9.28%
Borders high risk
2
$21.3M
1.87%
Total
9
$142.79M
13%
Holdings — 9 flagged holdings
1.
Alphabet Inc Class A
:$35.04M
3.08%
2.
Amazon.com Inc
:$30.58M
2.69%
3.
Walmart Inc
$17.55M
1.54%
4.
Microsoft Corp
:$13.18M
1.16%
5.
RTX Corp
:$12.07M
1.06%
6.
McDonald's Corp
$10.8M
0.95%
7.
Lockheed Martin Corp
:$9.23M
0.81%
8.
Costco Wholesale Corp
$8.92M
0.78%
9.
Salesforce Inc
:$5.41M
0.48%
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.
Payden Equity Income Fund PYVAX
Environment
Social
Search more funds
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
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer