PIMCO RAE US Fund - PIMCO
Shareclass
PIMCO RAE US Fund Class A (PKAAX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund PIMCO RAE US Fund - PIMCO
FUND COVERAGE
# of holdings128
% of assets99%
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
7 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Biogen Inc0.23%$3.08M
- 2. Dow Inc0.06%$773,433
- 3. VF Corp0.51%$6.75M
- 4. Ralph Lauren Corp0.31%$4.11M
- 5. Jones Lang LaSalle Inc0.5%$6.64M
- 6. Johnson & Johnson4.43%$58.72M
- 7. Bristol-Myers Squibb Co3.03%$40.18M
- 8. Altria Group Inc1.92%$25.44M
- 9. Verizon Communications Inc0.12%$1.63M
- 10. Microsoft Corp0.35%$4.61M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Altice USA Inc<0.01%$96,087
- 2. Advance Auto Parts Inc0.32%$4.3M
- 3. AutoNation Inc0.38%$5M
- 4. Universal Health Services Inc0.65%$8.6M
- 5. Steel Dynamics Inc0.65%$8.54M
- 6. Reliance Inc0.27%$3.56M
- 7. PBF Energy Inc0.21%$2.72M
- 8. Charter Communications Inc1.78%$23.52M
- 9. Cleveland-Cliffs Inc0.73%$9.69M
- 10. Align Technology Inc0.17%$2.3M
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 PIMCO RAE US Fund - PIMCO
Totals
Holdings
Assets
Weight
Prisons
9.0
$130.59M
9.86%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
4.0
$39.27M
2.97%
Borders high risk
2.0
$21.7M
1.64%
Total
11.0
$152.29M
12%
Holdings — 11 flagged holdings
1.
3M Co
$26.61M
2.01%
2.
Kroger Co/The
$26.15M
1.97%
3.
Walmart Inc
$24.75M
1.87%
4.
Lockheed Martin Corp
:$20.2M
1.53%
5.
Target Corp
$15.72M
1.19%
6.
Alphabet Inc
:$12.96M
0.98%
7.
Archer-Daniels-Midland Co
$12.27M
0.93%
8.
Cardinal Health Inc
$6.23M
0.47%
9.
Microsoft Corp
:$4.61M
0.35%
10.
Leidos Holdings Inc
:$1.5M
0.11%
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.
PIMCO RAE US Fund - PIMCO PKAAX
Environment
Social
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