THRIVENT MID CAP VALUE FUND - Thrivent

Shareclass
THRIVENT MID CAP VALUE FUND Class S (TMCVX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund THRIVENT MID CAP VALUE FUND - Thrivent

FUND COVERAGE
# of holdings74
% of assets93%
Score
47 / 100
Rank

80.7 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #201 out of 1,038

Grade
A

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

24 / 40

Gender Equality: Equal Compensation and Work Life Balance

6 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Sanofi SA
         % of fund invested: 0.47%
         $USD invested: $71,671
  • 2. Unilever PLC
         % of fund invested: 2%
         $USD invested: $307,691
  • 3. Johnson & Johnson
         % of fund invested: 1.42%
         $USD invested: $218,522
  • 4. Alliant Energy Corp
         % of fund invested: 1.43%
         $USD invested: $219,503
  • 5. Yum China Holdings Inc
         % of fund invested: 1.14%
         $USD invested: $175,289
  • 6. Entergy Corp
         % of fund invested: 1.11%
         $USD invested: $169,694
  • 7. Tapestry Inc
         % of fund invested: 0.73%
         $USD invested: $112,675
  • 8. Vistra Corp
         % of fund invested: 0.93%
         $USD invested: $142,166
  • 9. Thermo Fisher Scientific Inc
         % of fund invested: 0.81%
         $USD invested: $123,691
  • 10. Healthcare Realty Trust Inc
         % of fund invested: 1.31%
         $USD invested: $200,306
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Six Flags Entertainment Corp
         % of fund invested: 0.98%
         $USD invested: $150,794
  • 2. Simmons First National Corp
         % of fund invested: 0.99%
         $USD invested: $152,561
  • 3. Flowserve Corp
         % of fund invested: 2.08%
         $USD invested: $318,864
  • 4. Nucor Corp
         % of fund invested: 1.84%
         $USD invested: $282,244
  • 5. Werner Enterprises Inc
         % of fund invested: 1.18%
         $USD invested: $181,356
  • 6. Carlyle Group Inc/The
         % of fund invested: 1.26%
         $USD invested: $194,031
  • 7. Axalta Coating Systems Ltd
         % of fund invested: 1.33%
         $USD invested: $203,389
  • 8. J & J Snack Foods Corp
         % of fund invested: 0.66%
         $USD invested: $100,902
  • 9. Wintrust Financial Corp
         % of fund invested: 1.48%
         $USD invested: $226,884
  • 10. Noble Corp PLC
         % of fund invested: 0.75%
         $USD invested: $114,494

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 THRIVENT MID CAP VALUE FUND - Thrivent

Totals

Holdings
Assets
Weight
Prisons
1.0
$123,691
0.81%
     Prisons high risk
0.0
$0
0%
     Private prisons
0.0
$0
0%
Borders
3.0
$613,992
4%
     Borders high risk
2.0
$490,301
3.19%
Total
3.0
$613,992
4%
Full fund results

Holdings — 3 flagged holdings

1.
General Dynamics Corp
Borders
$296,269
1.93%
Borders :
$296,269
1.93%
2.
Carlyle Group Inc/The
Borders
$194,031
1.26%
Borders :
$194,031
1.26%
3.
Thermo Fisher Scientific Inc
Prisons
Borders
$123,691
0.81%
Prisons
Borders :
$123,691
0.81%
More from Invest Your Values
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