Russell Investment Tax-Managed U.S. Large Cap Fund
Shareclass
Russell Inv Tax-Managed US Large Cap S (RETSX)
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 Russell Investment Tax-Managed U.S. Large Cap Fund
FUND COVERAGE
# of holdings413
% 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
9 / 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. AstraZeneca PLC ADR0.05%$5.23M
- 2. GSK PLC ADR0.18%$19.46M
- 3. Sanofi SA ADR0.02%$2.13M
- 4. Procter & Gamble Co0.37%$40.87M
- 5. Novo Nordisk AS ADR0.07%$7.27M
- 6. Biogen Inc0.01%$1.43M
- 7. Boston Scientific Corp0.33%$36.26M
- 8. Haleon PLC ADR0.08%$8.6M
- 9. BP PLC ADR0.03%$3.16M
- 10. Marriott International Inc Class A0.02%$2.06M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp Class A0.06%$6.21M
- 2. Lennar Corp Class A0.16%$17.77M
- 3. Lennar Corp Class B<0.01%$6,719
- 4. 10x Genomics Inc Ordinary Shares - Class A0.03%$3.57M
- 5. Palantir Technologies Inc Ordinary Shares - Class A0.21%$23.38M
- 6. Markel Group Inc0.16%$18.11M
- 7. Old Dominion Freight Line Inc Ordinary Shares0.1%$11.38M
- 8. Super Micro Computer Inc0.02%$2.22M
- 9. PACCAR Inc0.05%$5.92M
- 10. Canadian Natural Resources Ltd0.08%$8.89M
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 Russell Investment Tax-Managed U.S. Large Cap Fund
Totals
Holdings
Assets
Weight
Prisons
19
$2.1B
19%
Prisons high risk
3
$77.79M
0.71%
Private prisons
0
$0
0%
Borders
24
$1.95B
18%
Borders high risk
11
$221.44M
2.02%
Total
34
$2.39B
22%
Holdings — 34 flagged holdings
1.
Microsoft Corp
:$757.45M
6.9%
2.
Amazon.com Inc
:$402.9M
3.67%
3.
Alphabet Inc Class C
:$254.77M
2.32%
4.
Alphabet Inc Class A
:$131.82M
1.2%
5.
Costco Wholesale Corp
$110.87M
1.01%
6.
Berkshire Hathaway Inc Class B
$93.1M
0.85%
7.
The Kroger Co
$65.78M
0.6%
8.
Walmart Inc
$54.22M
0.49%
9.
Salesforce Inc
:$43.71M
0.4%
10.
Yum Brands Inc
$43.22M
0.39%
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.
Russell Investment Tax-Managed U.S. Large Cap Fund RETSX
Environment
Social
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