Russell Investments Sustainable Aware Equity Fund
Shareclass
Russell Sustnbl Aware Eq S (REQTX)
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 Investments Sustainable Aware Equity Fund
FUND COVERAGE
# of holdings429
% of assets95%
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. Procter & Gamble Co0.22%$378,133
- 2. Boston Scientific Corp0.04%$64,241
- 3. Bank of America Corp0.13%$218,690
- 4. Unilever PLC ADR0.32%$553,201
- 5. Mondelez International Inc Class A0.03%$58,222
- 6. Hologic Inc0.02%$27,738
- 7. Mastercard Inc Class A0.7%$1.21M
- 8. Citigroup Inc0.07%$127,992
- 9. JM Smucker Co0.03%$55,060
- 10. General Mills Inc0.03%$47,445
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. U-Haul Holding Co0.01%$20,089
- 2. Heico Corp0.23%$407,076
- 3. Lennar Corp Class A0.23%$392,993
- 4. Madison Square Garden Sports Corp Class A0.06%$102,831
- 5. Alarm.com Holdings Inc0.05%$81,637
- 6. Palantir Technologies Inc Ordinary Shares - Class A0.07%$126,235
- 7. Old Dominion Freight Line Inc Ordinary Shares0.14%$244,957
- 8. Super Micro Computer Inc0.02%$29,723
- 9. Brown & Brown Inc0.04%$60,776
- 10. StoneX Group Inc0.07%$114,141
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 Investments Sustainable Aware Equity Fund
Totals
Holdings
Assets
Weight
Prisons
22
$29.08M
17%
Prisons high risk
4
$378,778
0.22%
Private prisons
0
$0
0%
Borders
25
$28.84M
17%
Borders high risk
14
$2.29M
1.32%
Total
37
$33.73M
19%
Holdings — 37 flagged holdings
1.
Microsoft Corp
:$11.79M
6.8%
2.
Amazon.com Inc
:$5.13M
2.96%
3.
Alphabet Inc Class A
:$3.15M
1.82%
4.
Alphabet Inc Class C
:$2.63M
1.52%
5.
Berkshire Hathaway Inc Class B
$1.41M
0.81%
6.
Salesforce Inc
:$1.37M
0.79%
7.
Equifax Inc
:$958,140
0.55%
8.
Elevance Health Inc
$768,379
0.44%
9.
The Carlyle Group Inc
:$672,646
0.39%
10.
General Motors Co
:$578,057
0.33%
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 Investments Sustainable Aware Equity Fund REQTX
Environment
Social
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