Thornburg Investment Income Builder Fund
Shareclass
Thornburg Investment Income Builder R5 (TIBMX)
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 Investment Income Builder Fund
FUND COVERAGE
# of holdings48
% of assets69%
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
30 / 40
Gender Equality: Equal Compensation and Work Life Balance
13 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
2 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. AstraZeneca PLC1.41%$248.11M
- 2. Novartis AG Registered Shares0.46%$80.66M
- 3. BNP Paribas Act. Cat.A3.82%$674.68M
- 4. BHP Group Ltd1.1%$194.24M
- 5. Orange SA6.41%$1.13B
- 6. Enel SpA3.33%$588.26M
- 7. BAE Systems PLC1.84%$325.36M
- 8. Vodafone Group PLC1.7%$300.2M
- 9. AXA SA0.64%$112.57M
- 10. Citigroup Inc4.02%$709.18M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. South Bow Corp0.31%$54.89M
- 2. Broadcom Inc4.07%$718.15M
- 3. CK Hutchison Holdings Ltd0.74%$131.04M
- 4. TransDigm Group Inc0.32%$57.18M
- 5. Regions Financial Corp0.66%$115.8M
- 6. The Home Depot Inc1.16%$204.82M
- 7. Medtronic PLC0.99%$174.26M
- 8. Deutsche Post AG1.22%$214.59M
- 9. Morgan Stanley DR0.01%$2.57M
- 10. Equitable Holdings Inc1.38%$244.46M
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 Investment Income Builder Fund
Totals
Holdings
Assets
Weight
Prisons
1
$115.8M
0.66%
Prisons high risk
1
$115.8M
0.66%
Private prisons
0
$0
0%
Borders
2
$812.86M
4.6%
Borders high risk
1
$115.8M
0.66%
Total
2
$812.86M
4.6%
Holdings — 2 flagged holdings
1.
AT&T Inc
:$697.06M
3.95%
2.
Regions Financial Corp
:$115.8M
0.66%
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 Investment Income Builder Fund TIBMX
Environment
Social
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