Tax-Managed US Large Cap Fund - Russell Investments
Shareclass
Tax-Managed US Large Cap Fund Class S (RETSX)
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 Tax-Managed US Large Cap Fund - Russell Investments
FUND COVERAGE
# of holdings414
% of assets97%
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. AstraZeneca PLC0.06%$6.33M
- 2. GSK PLC0.2%$23.26M
- 3. Diageo PLC0.02%$2.33M
- 4. Sanofi SA0.02%$2.12M
- 5. Procter & Gamble Co/The0.27%$30.45M
- 6. Novo Nordisk A/S0.07%$7.79M
- 7. Biogen Inc0.02%$1.83M
- 8. Boston Scientific Corp0.3%$34.74M
- 9. Haleon PLC0.09%$10.04M
- 10. BP PLC0.03%$3.47M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. EchoStar Corp0.08%$9.21M
- 2. Argan Inc0.03%$3M
- 3. Lennar Corp0.1%$11.15M
- 4. Lennar Corp<0.01%$5,670
- 5. 10X Genomics Inc0.05%$6.17M
- 6. Palantir Technologies Inc0.18%$20.44M
- 7. Markel Group Inc0.17%$19.34M
- 8. Old Dominion Freight Line Inc0.08%$8.65M
- 9. Super Micro Computer Inc0.03%$3.09M
- 10. PACCAR Inc0.06%$7.41M
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 Tax-Managed US Large Cap Fund - Russell Investments
Totals
Holdings
Assets
Weight
Prisons
23.0
$2.28B
20%
Prisons high risk
5.0
$106.84M
0.94%
Private prisons
0.0
$0
0%
Borders
24.0
$2.06B
18%
Borders high risk
10.0
$219.35M
1.92%
Total
35.0
$2.53B
22%
Holdings — 35 flagged holdings
1.
Microsoft Corp
:$611.81M
5.37%
2.
Amazon.com Inc
:$432.07M
3.79%
3.
Alphabet Inc
:$354.12M
3.11%
4.
Alphabet Inc
:$228.88M
2.01%
5.
Costco Wholesale Corp
$112.62M
0.99%
6.
Berkshire Hathaway Inc
$88.99M
0.78%
7.
Walmart Inc
$62.68M
0.55%
8.
Kroger Co/The
$61.33M
0.54%
9.
RTX Corp
:$45.82M
0.4%
10.
General Motors Co
:$45.75M
0.4%
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.
Tax-Managed US Large Cap Fund - Russell Investments RETSX
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