Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund PIMCO RAE US Fund
FUND COVERAGE
# of holdings134
% of assets98%
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
8 / 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 Inc0.68%$9.46M
- 2. VF Corp0.13%$1.79M
- 3. Ralph Lauren Corp Class A0.16%$2.27M
- 4. Jones Lang LaSalle Inc0.48%$6.6M
- 5. Johnson & Johnson1.78%$24.63M
- 6. Principal Financial Group Inc0.04%$503,983
- 7. Bristol-Myers Squibb Co2.09%$28.94M
- 8. Altria Group Inc2.35%$32.63M
- 9. Verizon Communications Inc0.13%$1.87M
- 10. PayPal Holdings Inc1.09%$15.05M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Altice USA Inc Class A<0.01%$124,623
- 2. Advance Auto Parts Inc0.33%$4.55M
- 3. AutoNation Inc0.4%$5.55M
- 4. Universal Health Services Inc Class B0.68%$9.49M
- 5. Steel Dynamics Inc0.32%$4.5M
- 6. Reliance Inc0.32%$4.43M
- 7. Corebridge Financial Inc0.19%$2.7M
- 8. Charter Communications Inc Class A3.12%$43.31M
- 9. Cleveland-Cliffs Inc0.21%$2.94M
- 10. American Financial Group Inc0.23%$3.25M
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
Totals
Holdings
Assets
Weight
Prisons
8
$170.82M
12%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$34.34M
2.48%
Borders high risk
2
$26.36M
1.9%
Total
11
$199.42M
14%
Holdings — 11 flagged holdings
1.
Walmart Inc
$52.43M
3.78%
2.
3M Co
$33.08M
2.38%
3.
The Kroger Co
$31.71M
2.29%
4.
Lockheed Martin Corp
:$22.34M
1.61%
5.
Cardinal Health Inc
$18.44M
1.33%
6.
Target Corp
$18.32M
1.32%
7.
Archer-Daniels-Midland Co
$5.81M
0.42%
8.
Alphabet Inc Class A
:$5.74M
0.41%
9.
Tyson Foods Inc Class A
$5.29M
0.38%
10.
Leidos Holdings Inc
:$4.02M
0.29%
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 PKAPX
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Social
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