Thornburg Global Opportunities Fund
Shareclass
Thornburg Global Opportunities R5 (THOFX)
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 Thornburg Global Opportunities Fund
FUND COVERAGE
# of holdings28
% of assets66%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
12 / 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. BNP Paribas Act. Cat.A3.72%$56.67M
- 2. Novo Nordisk AS Class B2.33%$35.55M
- 3. Orange SA4.03%$61.42M
- 4. Citigroup Inc4.33%$66.02M
- 5. NN Group NV2.62%$39.92M
- 6. Shell PLC1.97%$30.01M
- 7. Mercedes-Benz Group AG0.89%$13.6M
- 8. Deutsche Telekom AG1.23%$18.75M
- 9. Tesco PLC1.79%$27.3M
- 10. SAP SE2.36%$35.96M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Galaxy Entertainment Group Ltd2.69%$41M
- 2. Charles Schwab Corp3.11%$47.4M
- 3. CACI International Inc Class A2.2%$33.49M
- 4. Techtronic Industries Co Ltd1.43%$21.72M
- 5. Booking Holdings Inc0.98%$14.9M
- 6. Mineral Resources Ltd1.07%$16.3M
- 7. Capital One Financial Corp1.58%$24.07M
- 8. TJX Companies Inc1.71%$26.02M
- 9. Barratt Redrow PLC1.78%$27.18M
- 10. L3Harris Technologies Inc1.46%$22.28M
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 Thornburg Global Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
1
$83.2M
5.46%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
4
$190.3M
12%
Borders high risk
1
$22.28M
1.46%
Total
4
$190.3M
12%
Holdings — 4 flagged holdings
1.
Alphabet Inc Class A
:$83.2M
5.46%
2.
AT&T Inc
:$51.34M
3.37%
3.
CACI International Inc Class A
:$33.49M
2.2%
4.
L3Harris Technologies Inc
:$22.28M
1.46%
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.
Thornburg Global Opportunities Fund THOFX
Environment
Social
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