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 PGIM Balanced Fund
FUND COVERAGE
# of holdings518
% of assets51%
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. QBE Insurance Group Ltd0.06%$620,401
- 2. Allianz SE0.02%$241,497
- 3. Qantas Airways Ltd0.03%$391,443
- 4. AstraZeneca PLC0.03%$287,865
- 5. Standard Chartered PLC0.06%$715,751
- 6. NatWest Group PLC0.09%$997,345
- 7. Swedbank AB Class A0.04%$476,179
- 8. Sanofi SA0.01%$141,851
- 9. Helia Group Ltd0.05%$602,861
- 10. Novartis AG Registered Shares0.16%$1.76M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc<0.01%$23,652
- 2. TG Therapeutics Inc<0.01%$36,125
- 3. Shopify Inc Registered Shs -A- Subord Vtg0.03%$311,990
- 4. Astera Labs Inc0.07%$822,360
- 5. SoundHound AI Inc Ordinary Shares - Class A<0.01%$54,672
- 6. Virtu Financial Inc Class A0.04%$411,800
- 7. IonQ Inc Class A<0.01%$98,400
- 8. BridgeBio Pharma Inc0.02%$218,148
- 9. Alpha Metallurgical Resources Inc0.01%$147,681
- 10. Seacoast Banking Corp of Florida<0.01%$109,548
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 PGIM Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
15
$88.6M
7.89%
Prisons high risk
1
$164,835
0.01%
Private prisons
1
$164,835
0.01%
Borders
20
$96.75M
8.61%
Borders high risk
7
$9.17M
0.82%
Total
26
$105.17M
9.36%
Holdings — 26 flagged holdings
1.
Microsoft Corp
$36.63M
3.26%
2.
Amazon.com Inc
$13.37M
1.19%
3.
Alphabet Inc Class A
$12.25M
1.09%
4.
Alphabet Inc Class C
$10.43M
0.93%
5.
General Dynamics Corp
$5.15M
0.46%
6.
Salesforce Inc
$4.05M
0.36%
7.
General Motors Co
$3.65M
0.32%
8.
Berkshire Hathaway Inc Class B
$3.24M
0.29%
9.
Palantir Technologies Inc Ordinary Shares - Class A
$2.12M
0.19%
10.
Target Corp
$2.02M
0.18%

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.
PGIM Balanced Fund PABFX
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







