Six Circles Managed Equity Portfolio US Unconstrained Fund - SIX CIRCLES TRUST
Shareclass
Six Circles Managed Equity Portfolio US Unconstrained Fund (CMEUX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Six Circles Managed Equity Portfolio US Unconstrained Fund - SIX CIRCLES TRUST
FUND COVERAGE
# of holdings651
% of assets100%
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
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.01%$2.93M
- 2. International Flavors & Fragrances Inc0.02%$4.56M
- 3. Procter & Gamble Co/The0.57%$155.98M
- 4. Biogen Inc0.04%$10.42M
- 5. Canadian Imperial Bank of Commerce0.02%$5.01M
- 6. Dow Inc0.02%$4.95M
- 7. Boston Scientific Corp0.26%$71.66M
- 8. Marriott International Inc/MD0.13%$34.55M
- 9. Bank of America Corp0.4%$109.66M
- 10. Mondelez International Inc0.03%$8.59M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp0.01%$3.9M
- 2. Shopify Inc0.04%$11.7M
- 3. Astera Labs Inc0.04%$11.08M
- 4. Constellation Software Inc/Canada0.01%$2.88M
- 5. IonQ Inc0.02%$6.01M
- 6. Carvana Co0.05%$13.32M
- 7. HEICO Corp0.01%$2.95M
- 8. HEICO Corp0.01%$2.82M
- 9. ROBLOX Corp0.05%$12.84M
- 10. Talen Energy Corp0.02%$4.6M
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 Six Circles Managed Equity Portfolio US Unconstrained Fund - SIX CIRCLES TRUST
Totals
Holdings
Assets
Weight
Prisons
29.0
$6.2B
23%
Prisons high risk
6.0
$73.88M
0.27%
Private prisons
0.0
$0
0%
Borders
28.0
$5.85B
21%
Borders high risk
15.0
$413.31M
1.51%
Total
43.0
$6.77B
25%
Holdings — 43 flagged holdings
1.
Microsoft Corp
:$2.05B
7.49%
2.
Amazon.com Inc
:$1.09B
3.97%
3.
Alphabet Inc
:$904.64M
3.3%
4.
Alphabet Inc
:$761.12M
2.78%
5.
Walmart Inc
$580.04M
2.12%
6.
Thermo Fisher Scientific Inc
:$351.85M
1.28%
7.
Palantir Technologies Inc
:$183.14M
0.67%
8.
Salesforce Inc
:$114.77M
0.42%
9.
McDonald's Corp
$109.91M
0.4%
10.
Berkshire Hathaway Inc
$86.84M
0.32%
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.
Six Circles Managed Equity Portfolio US Unconstrained Fund - SIX CIRCLES TRUST CMEUX
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