SP Funds 2050 Target Date Fund - SP Funds Trust
Shareclass
SP Funds 2050 Target Date Fund Institutional Shares (SPTOX)
Type
Open-end mutual fund
Manager
Filing
Target date
SP Funds Target Date Fund - SP Funds Trust
Equity & Justice
Exclusions
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund SP Funds 2050 Target Date Fund - SP Funds Trust
FUND COVERAGE
# of holdings444
% of assets77%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 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 PLC0.32%$14,267
- 2. CAR Group Ltd<0.01%$345
- 3. Aena SME SA0.03%$1,129
- 4. GSK PLC0.12%$5,217
- 5. Xero Ltd0.07%$3,135
- 6. Sanofi SA0.11%$4,971
- 7. Procter & Gamble Co/The0.38%$17,017
- 8. UCB SA0.04%$1,791
- 9. Novartis AG0.31%$13,992
- 10. Novo Nordisk A/S0.21%$9,443
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Constellation Software Inc/Canada0.22%$9,725
- 2. TFI International Inc<0.01%$350
- 3. Super Micro Computer Inc0.04%$1,586
- 4. Old Dominion Freight Line Inc0.03%$1,226
- 5. Yangzijiang Shipbuilding Holdings Ltd0.02%$838
- 6. Keyence Corp0.44%$19,476
- 7. Daito Trust Cons<0.01%$320
- 8. Canadian Natural Resources Ltd0.09%$3,864
- 9. Steel Dynamics Inc0.03%$1,124
- 10. Rollins Inc0.02%$847
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 SP Funds 2050 Target Date Fund - SP Funds Trust
Totals
Holdings
Assets
Weight
Prisons
11.0
$443,853
9.99%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
10.0
$474,878
11%
Borders high risk
1.0
$714
0.02%
Total
16.0
$487,094
11%
Holdings — 16 flagged holdings
1.
Microsoft Corp
:$321,775
7.24%
2.
Alphabet Inc
:$91,352
2.06%
3.
Salesforce Inc
:$21,451
0.48%
4.
Accenture PLC
:$16,244
0.37%
5.
Thermo Fisher Scientific Inc
:$10,856
0.24%
6.
Capgemini SE
:$6,391
0.14%
7.
3M Co
$4,539
0.1%
8.
RELX PLC
:$3,253
0.07%
9.
Cardinal Health Inc
$2,471
0.06%
10.
Target Corp
$2,006
0.05%
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.
SP Funds 2050 Target Date Fund - SP Funds Trust SPTOX
Environment
Social
Search more funds
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer