Touchstone Dividend Equity Fund
Shareclass
Touchstone Dividend Equity Y (TQCYX)
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 Touchstone Dividend Equity Fund
FUND COVERAGE
# of holdings89
% of assets99%
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
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.72%$17.18M
- 2. Procter & Gamble Co1.21%$29.07M
- 3. Bank of America Corp1.61%$38.61M
- 4. Citigroup Inc1.1%$26.4M
- 5. Philip Morris International Inc1.39%$33.42M
- 6. VF Corp0.33%$8.02M
- 7. Wells Fargo & Co1.48%$35.49M
- 8. JPMorgan Chase & Co1.21%$29M
- 9. Accenture PLC Class A0.7%$16.7M
- 10. PepsiCo Inc1.04%$24.91M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Microchip Technology Inc0.66%$15.75M
- 2. NextEra Energy Inc1.04%$25M
- 3. Broadcom Inc2.94%$70.6M
- 4. Simon Property Group Inc0.64%$15.41M
- 5. Charles Schwab Corp1.22%$29.28M
- 6. 3M Co1.04%$24.91M
- 7. Micron Technology Inc0.68%$16.42M
- 8. Booking Holdings Inc1.09%$26.08M
- 9. Dollar General Corp0.63%$15.18M
- 10. Southwest Airlines Co0.75%$17.99M
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 Touchstone Dividend Equity Fund
Totals
Holdings
Assets
Weight
Prisons
6
$227.42M
9.47%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
7
$258.66M
11%
Borders high risk
2
$57.4M
2.39%
Total
11
$347.98M
14%
Holdings — 11 flagged holdings
1.
Microsoft Corp
:$103.18M
4.3%
2.
Alphabet Inc Class C
:$34.91M
1.45%
3.
RTX Corp
:$31.71M
1.32%
4.
AT&T Inc
:$29.59M
1.23%
5.
McDonald's Corp
$27.36M
1.14%
6.
Lockheed Martin Corp
:$25.68M
1.07%
7.
3M Co
$24.91M
1.04%
8.
Yum Brands Inc
$22.61M
0.94%
9.
Salesforce Inc
:$16.88M
0.7%
10.
Accenture PLC Class A
:$16.7M
0.7%
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.
Touchstone Dividend Equity Fund TQCYX
Environment
Social
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