The AB Portfolios - AB Sustainable Thematic Balanced Portfolio
Shareclass
AB Sustainable Thematic Bal Port A (ABPAX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund The AB Portfolios - AB Sustainable Thematic Balanced Portfolio
FUND COVERAGE
# of holdings37
% of assets59%
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
7 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Hologic Inc0.74%$645,474
- 2. Johnson & Johnson1.2%$1.04M
- 3. Microsoft Corp3.1%$2.69M
- 4. AbbVie Inc2.03%$1.77M
- 5. Salesforce Inc1.47%$1.28M
- 6. ServiceNow Inc1.4%$1.22M
- 7. Stryker Corp0.88%$765,956
- 8. Visa Inc Class A2.03%$1.76M
- 9. GE HealthCare Technologies Inc Common Stock1.16%$1.01M
- 10. Palo Alto Networks Inc1.1%$953,552
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Primo Brands Corp Ordinary Shares - Class A0.66%$577,981
- 2. Jefferies Financial Group Inc1.56%$1.36M
- 3. NextEra Energy Inc1.7%$1.48M
- 4. Broadcom Inc3.15%$2.74M
- 5. Cadence Design Systems Inc0.83%$721,137
- 6. Monolithic Power Systems Inc1.41%$1.22M
- 7. NXP Semiconductors NV1.08%$937,792
- 8. Aflac Inc0.89%$772,406
- 9. Medtronic PLC1.62%$1.41M
- 10. Flex Ltd2.13%$1.85M
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 The AB Portfolios - AB Sustainable Thematic Balanced Portfolio
Totals
Holdings
Assets
Weight
Prisons
1
$2.69M
3.1%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
2
$3.97M
4.56%
Borders high risk
0
$0
0%
Total
2
$3.97M
4.56%
Holdings — 2 flagged holdings
1.
Microsoft Corp
:$2.69M
3.1%
2.
Salesforce Inc
:$1.28M
1.47%
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.
The AB Portfolios - AB Sustainable Thematic Balanced Portfolio ABPAX
Environment
Social
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