Schwab Select Large Cap Growth Fund - LAUDUS TRUST

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Schwab Select Large Cap Growth Fund (LGILX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Schwab Select Large Cap Growth Fund - LAUDUS TRUST

FUND COVERAGE
# of holdings110
% of assets95%
Score
53 / 100
Rank

25.5 percentile

Group: U.S. Large Cap Equity

Rank: #1,025 out of 1,373

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

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

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Mastercard Inc
         % of fund invested: 3.36%
         $USD invested: $74.88M
  • 2. Philip Morris International Inc
         % of fund invested: 0.41%
         $USD invested: $9.23M
  • 3. Uber Technologies Inc
         % of fund invested: 0.11%
         $USD invested: $2.54M
  • 4. Johnson & Johnson
         % of fund invested: 0.39%
         $USD invested: $8.81M
  • 5. Goldman Sachs Group Inc/The
         % of fund invested: 0.78%
         $USD invested: $17.31M
  • 6. Vertex Pharmaceuticals Inc
         % of fund invested: 0.27%
         $USD invested: $6.09M
  • 7. Microsoft Corp
         % of fund invested: 6.98%
         $USD invested: $155.83M
  • 8. McDonald's Corp
         % of fund invested: 0.19%
         $USD invested: $4.33M
  • 9. AbbVie Inc
         % of fund invested: 0.33%
         $USD invested: $7.25M
  • 10. Trane Technologies PLC
         % of fund invested: 0.11%
         $USD invested: $2.45M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc
         % of fund invested: 0.51%
         $USD invested: $11.4M
  • 2. Carvana Co
         % of fund invested: 0.32%
         $USD invested: $7.15M
  • 3. HEICO Corp
         % of fund invested: 0.15%
         $USD invested: $3.34M
  • 4. ROBLOX Corp
         % of fund invested: 0.21%
         $USD invested: $4.64M
  • 5. Rocket Lab Corp
         % of fund invested: 0.07%
         $USD invested: $1.67M
  • 6. Palantir Technologies Inc
         % of fund invested: 1.14%
         $USD invested: $25.33M
  • 7. Vertiv Holdings Co
         % of fund invested: 0.49%
         $USD invested: $10.93M
  • 8. Wingstop Inc
         % of fund invested: 0.24%
         $USD invested: $5.27M
  • 9. Keyence Corp
         % of fund invested: 0.09%
         $USD invested: $2.08M
  • 10. AppLovin Corp
         % of fund invested: 0.52%
         $USD invested: $11.52M

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 Schwab Select Large Cap Growth Fund - LAUDUS TRUST

Totals

Holdings
Assets
Weight
Prisons
8.0
$541.16M
24%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
6.0
$519.55M
23%
     Borders high risk
2.0
$31.14M
1.4%
Total
11.0
$577.06M
26%
Full fund results

Holdings — 11 flagged holdings

1.
Alphabet Inc
Prisons
Borders
$190.79M
8.55%
Prisons
Borders :
$190.79M
8.55%
2.
Microsoft Corp
Prisons
Borders
$155.83M
6.98%
Prisons
Borders :
$155.83M
6.98%
3.
Amazon.com Inc
Prisons
Borders
$137.03M
6.14%
Prisons
Borders :
$137.03M
6.14%
4.
Costco Wholesale Corp
Prisons
$26.16M
1.17%
Prisons
$26.16M
1.17%
5.
Palantir Technologies Inc
Borders
$25.33M
1.14%
Borders :
$25.33M
1.14%
6.
Walmart Inc
Prisons
$13.43M
0.6%
Prisons
$13.43M
0.6%
7.
3M Co
Prisons
$10.4M
0.47%
Prisons
$10.4M
0.47%
8.
RTX Corp
Borders
$5.81M
0.26%
Borders :
$5.81M
0.26%
9.
Salesforce Inc
Borders
$4.76M
0.21%
Borders :
$4.76M
0.21%
10.
McDonald's Corp
Prisons
$4.33M
0.19%
Prisons
$4.33M
0.19%
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