PFG Invesco® Equity Factor Rotation Strategy Fund
Shareclass
PFG Invesco® Eq Fact Rotation Strtgy I (PFIOX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund PFG Invesco® Equity Factor Rotation Strategy Fund
FUND COVERAGE
# of holdings1,656
% 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
26 / 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
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.06%$34,468
- 2. Transurban Group0.07%$39,985
- 3. GPT Group0.05%$27,967
- 4. QBE Insurance Group Ltd0.02%$9,285
- 5. Allianz SE0.05%$31,347
- 6. AstraZeneca PLC0.05%$31,106
- 7. Qantas Airways Ltd<0.01%$1,246
- 8. ASX Ltd<0.01%$738
- 9. Aena SME SA0.06%$38,615
- 10. GSK PLC0.02%$9,844
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc0.04%$22,968
- 2. Red Rock Resorts Inc Class A<0.01%$1,978
- 3. TG Therapeutics Inc<0.01%$3,691
- 4. EchoStar Corp Class A0.02%$12,083
- 5. TKO Group Holdings Inc0.02%$11,048
- 6. Construction Partners Inc Class A0.02%$9,705
- 7. Core Scientific Inc Ordinary Shares - New<0.01%$929
- 8. OPKO Health Inc<0.01%$313
- 9. Servisfirst Bancshares Inc0.01%$7,165
- 10. Supernus Pharmaceuticals Inc<0.01%$5,320
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 PFG Invesco® Equity Factor Rotation Strategy Fund
Totals
Holdings
Assets
Weight
Prisons
33
$5.1M
8.34%
Prisons high risk
9
$267,637
0.44%
Private prisons
2
$10,570
0.02%
Borders
43
$3.93M
6.43%
Borders high risk
21
$1.33M
2.17%
Total
61
$6.82M
11%
Holdings — 61 flagged holdings
1.
Microsoft Corp
:$839,495
1.37%
2.
Costco Wholesale Corp
$708,730
1.16%
3.
Berkshire Hathaway Inc Class B
$655,973
1.07%
4.
Walmart Inc
$586,977
0.96%
5.
Amazon.com Inc
:$496,192
0.81%
6.
Palantir Technologies Inc Ordinary Shares - Class A
:$395,207
0.65%
7.
Salesforce Inc
:$268,413
0.44%
8.
AT&T Inc
:$256,710
0.42%
9.
Alphabet Inc Class A
:$256,211
0.42%
10.
Alphabet Inc Class C
:$214,605
0.35%
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.
PFG Invesco® Equity Factor Rotation Strategy Fund PFIOX
Environment
Social
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