Equity & Justice
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Schwab Balanced Fund™
FUND COVERAGE
# of holdings1,201
% of assets54%
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
25 / 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. Transurban Group<0.01%$30,355
- 2. QBE Insurance Group Ltd<0.01%$62,198
- 3. Allianz SE0.02%$156,081
- 4. AstraZeneca PLC ADR0.05%$385,113
- 5. AstraZeneca PLC0.05%$350,617
- 6. Qantas Airways Ltd<0.01%$8,721
- 7. CAR Group Ltd0.02%$109,972
- 8. Aena SME SA<0.01%$32,346
- 9. GSK PLC0.02%$125,557
- 10. Publicis Groupe SA0.03%$236,009
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. GRAIL Inc<0.01%$67,549
- 2. Red Rock Resorts Inc Class A<0.01%$48,306
- 3. TG Therapeutics Inc0.01%$82,759
- 4. Shopify Inc Registered Shs -A- Subord Vtg0.12%$900,278
- 5. Supernus Pharmaceuticals Inc0.04%$274,564
- 6. Axos Financial Inc0.04%$277,549
- 7. Sankyu Inc<0.01%$3,338
- 8. Carvana Co Class A0.05%$362,287
- 9. Argan Inc0.02%$181,211
- 10. BridgeBio Pharma Inc<0.01%$70,749
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 Schwab Balanced Fund™
Totals
Holdings
Assets
Weight
Prisons
19
$68.08M
9.37%
Prisons high risk
6
$1.37M
0.19%
Private prisons
1
$9,307
<0.01%
Borders
21
$73.96M
10%
Borders high risk
9
$3.05M
0.42%
Total
31
$80.46M
11%
Holdings — 31 flagged holdings
1.
Microsoft Corp
:$27.68M
3.81%
2.
Alphabet Inc Class A
:$19.06M
2.62%
3.
Amazon.com Inc
:$13.15M
1.81%
4.
Thermo Fisher Scientific Inc
:$4.96M
0.68%
5.
Salesforce Inc
:$4.06M
0.56%
6.
Walmart Inc
$3.66M
0.5%
7.
Costco Wholesale Corp
$1.41M
0.19%
8.
Motorola Solutions Inc
:$1.28M
0.18%
9.
Accenture PLC Class A
:$1.18M
0.16%
10.
Palantir Technologies Inc Ordinary Shares - Class A
:$999,458
0.14%
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.
Schwab Balanced Fund™ SWOBX
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