PIMCO RAE US Small Fund
Shareclass
PIMCO RAE US Small Instl (PMJIX)
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 PIMCO RAE US Small Fund
FUND COVERAGE
# of holdings207
% of assets83%
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
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
4 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Science Applications International Corp0.52%$10.19M
- 2. Hasbro Inc0.14%$2.67M
- 3. Etsy Inc0.08%$1.49M
- 4. The Chemours Co0.2%$3.93M
- 5. Clorox Co0.08%$1.6M
- 6. Portland General Electric Co0.27%$5.3M
- 7. Omega Healthcare Investors Inc0.04%$870,877
- 8. Sabra Health Care REIT Inc0.28%$5.52M
- 9. ASGN Inc0.27%$5.36M
- 10. The Western Union Co0.92%$18.21M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc0.23%$4.48M
- 2. Rithm Capital Corp0.51%$10.03M
- 3. Virtu Financial Inc Class A1.02%$20.08M
- 4. Dillard's Inc Class A2.77%$54.66M
- 5. Patrick Industries Inc0.05%$1.07M
- 6. Alpha Metallurgical Resources Inc0.05%$906,139
- 7. Vishay Intertechnology Inc0.69%$13.61M
- 8. UFP Industries Inc0.07%$1.42M
- 9. Power Integrations Inc0.07%$1.31M
- 10. Spectrum Brands Holdings Inc0.04%$765,691
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 Small Fund
Totals
Holdings
Assets
Weight
Prisons
6
$70.27M
3.56%
Prisons high risk
3
$47.66M
2.42%
Private prisons
2
$47.37M
2.4%
Borders
9
$80.5M
4.08%
Borders high risk
4
$58.54M
2.97%
Total
12
$102.24M
5.18%
Holdings — 12 flagged holdings
1.
CoreCivic Inc
:$25.16M
1.28%
2.
The GEO Group Inc
:$22.21M
1.13%
3.
The Western Union Co
$18.21M
0.92%
4.
Science Applications International Corp
:$10.19M
0.52%
5.
Benchmark Electronics Inc
:$9.8M
0.5%
6.
Polaris Inc
:$5.91M
0.3%
7.
CACI International Inc Class A
:$3.87M
0.2%
8.
Cal-Maine Foods Inc
$3.24M
0.16%
9.
TransUnion
:$1.22M
0.06%
10.
Synovus Financial Corp
:$1.16M
0.06%
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 Small Fund PMJIX
Environment
Social
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