Recurrent MLP & Infrastructure Fund

Shareclass
Recurrent MLP & Infrastructure Class I (RMLPX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Recurrent MLP & Infrastructure Fund

FUND COVERAGE
# of holdings19
% of assets73%
Score
49 / 100
Rank

33.6 percentile

Group: Sector Equity

Rank: #575 out of 865

Grade
D

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

5 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Enbridge Inc
         % of fund invested: 1.67%
         $USD invested: $19.46M
  • 2. TC Energy Corp
         % of fund invested: 0.84%
         $USD invested: $9.79M
  • 3. Marathon Petroleum Corp
         % of fund invested: 3.65%
         $USD invested: $42.64M
  • 4. Suncor Energy Inc
         % of fund invested: 5.3%
         $USD invested: $61.9M
  • 5. ONEOK Inc
         % of fund invested: 6.81%
         $USD invested: $79.6M
  • 6. Williams Companies Inc
         % of fund invested: 3.68%
         $USD invested: $43.02M
  • 7. Phillips 66
         % of fund invested: 4.38%
         $USD invested: $51.12M
  • 8. AltaGas Ltd
         % of fund invested: 2.35%
         $USD invested: $27.43M
  • 9. Pembina Pipeline Corp
         % of fund invested: 5.47%
         $USD invested: $63.87M
  • 10. Murphy USA Inc
         % of fund invested: 1.75%
         $USD invested: $20.47M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 0.99%
         $USD invested: $11.58M
  • 2. PBF Energy Inc Class A
         % of fund invested: 3.14%
         $USD invested: $36.63M
  • 3. South Bow Corp
         % of fund invested: 3.39%
         $USD invested: $39.56M
  • 4. Cheniere Energy Inc
         % of fund invested: 4.99%
         $USD invested: $58.34M
  • 5. Targa Resources Corp
         % of fund invested: 6.82%
         $USD invested: $79.65M
  • 6. Cenovus Energy Inc
         % of fund invested: 7.36%
         $USD invested: $85.95M
  • 7. DT Midstream Inc Ordinary Shares
         % of fund invested: 2.85%
         $USD invested: $33.28M
  • 8. Kinder Morgan Inc Class P
         % of fund invested: 3.34%
         $USD invested: $39.03M
  • 9. Keyera Corp
         % of fund invested: 3.8%
         $USD invested: $44.41M
  • 10. Murphy USA Inc
         % of fund invested: 1.75%
         $USD invested: $20.47M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Recurrent MLP & Infrastructure Fund

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

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