Thornburg International Growth Fund - Thornburg

Shareclass
Thornburg International Growth Fund Thornburg International Growth Fund - Class I (TINGX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Thornburg International Growth Fund - Thornburg

FUND COVERAGE
# of holdings32
% of assets65%
Score
55 / 100
Rank

46.5 percentile

Group: International Equity

Rank: #557 out of 1,038

Grade
C

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

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

12 / 30

Gender Equality: Policies Promoting Gender Equality

17 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. AstraZeneca PLC
         % of fund invested: 4.55%
         $USD invested: $28.58M
  • 2. BNP Paribas SA
         % of fund invested: 1.54%
         $USD invested: $9.65M
  • 3. Schneider Electric SE
         % of fund invested: 1.61%
         $USD invested: $10.11M
  • 4. Mastercard Inc
         % of fund invested: 4.19%
         $USD invested: $26.34M
  • 5. Vend Marketplaces ASA
         % of fund invested: 1.46%
         $USD invested: $9.19M
  • 6. Deutsche Boerse AG
         % of fund invested: 1.73%
         $USD invested: $10.86M
  • 7. Globant SA
         % of fund invested: 0.46%
         $USD invested: $2.9M
  • 8. Wise PLC
         % of fund invested: 0.51%
         $USD invested: $3.2M
  • 9. Thales SA
         % of fund invested: 1.25%
         $USD invested: $7.83M
  • 10. Rolls-Royce Holdings PLC
         % of fund invested: 2.65%
         $USD invested: $16.63M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Shopify Inc
         % of fund invested: 2.16%
         $USD invested: $13.55M
  • 2. Cellebrite DI Ltd
         % of fund invested: 1%
         $USD invested: $6.3M
  • 3. Japan Exchange Group Inc
         % of fund invested: 1.5%
         $USD invested: $9.43M
  • 4. MercadoLibre Inc
         % of fund invested: 2.16%
         $USD invested: $13.61M
  • 5. Nomura Research Institute Ltd
         % of fund invested: 1.37%
         $USD invested: $8.62M
  • 6. Money Forward Inc
         % of fund invested: 0.91%
         $USD invested: $5.7M
  • 7. Sea Ltd
         % of fund invested: 1.99%
         $USD invested: $12.52M
  • 8. Hoya Corp
         % of fund invested: 4%
         $USD invested: $25.16M
  • 9. Advanced Micro Devices Inc
         % of fund invested: 2.39%
         $USD invested: $15.05M
  • 10. BE Semiconductor Industries NV
         % of fund invested: 2.22%
         $USD invested: $13.93M

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 survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Thornburg International Growth Fund - Thornburg

Totals

Holdings
Assets
Weight
Prisons
1.0
$6.3M
1%
     Prisons high risk
1.0
$6.3M
1%
     Private prisons
0.0
$0
0%
Borders
2.0
$14.13M
2.25%
     Borders high risk
1.0
$6.3M
1%
Total
2.0
$14.13M
2.25%
Full fund results

Holdings — 2 flagged holdings

1.
Thales SA
Borders
$7.83M
1.25%
Borders :
$7.83M
1.25%
2.
Cellebrite DI Ltd
Prisons
Borders
$6.3M
1%
Prisons
Borders :
$6.3M
1%
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