Touchstone Large Company Growth Fund

Shareclass
Touchstone Large Company Growth Instl (DSMLX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Touchstone Large Company Growth Fund

FUND COVERAGE
# of holdings24
% of assets99%
Score
55 / 100
Rank

73.9 percentile

Group: U.S. Large Cap Equity

Rank: #382 out of 1,462

Grade
B

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

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

10 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 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. Mastercard Inc Class A
         % of fund invested: 2.17%
         $USD invested: $3.84M
  • 2. Uber Technologies Inc
         % of fund invested: 4.66%
         $USD invested: $8.28M
  • 3. Autodesk Inc
         % of fund invested: 1.42%
         $USD invested: $2.51M
  • 4. Microsoft Corp
         % of fund invested: 12%
         $USD invested: $21.18M
  • 5. GE Aerospace
         % of fund invested: 3.08%
         $USD invested: $5.47M
  • 6. Intuit Inc
         % of fund invested: 4.4%
         $USD invested: $7.81M
  • 7. Pinterest Inc Class A
         % of fund invested: 1.09%
         $USD invested: $1.93M
  • 8. ServiceNow Inc
         % of fund invested: 0.65%
         $USD invested: $1.15M
  • 9. Meta Platforms Inc Class A
         % of fund invested: 5.98%
         $USD invested: $10.6M
  • 10. Visa Inc Class A
         % of fund invested: 2.76%
         $USD invested: $4.9M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Reddit Inc Class A Shares
         % of fund invested: 2.46%
         $USD invested: $4.36M
  • 2. Broadcom Inc
         % of fund invested: 4.59%
         $USD invested: $8.15M
  • 3. Cadence Design Systems Inc
         % of fund invested: 1.4%
         $USD invested: $2.49M
  • 4. Howmet Aerospace Inc
         % of fund invested: 3.3%
         $USD invested: $5.86M
  • 5. Booking Holdings Inc
         % of fund invested: 2.62%
         $USD invested: $4.64M
  • 6. Oracle Corp
         % of fund invested: 2.46%
         $USD invested: $4.36M
  • 7. Arista Networks Inc
         % of fund invested: 4.76%
         $USD invested: $8.44M
  • 8. Amazon.com Inc
         % of fund invested: 7.44%
         $USD invested: $13.2M
  • 9. Netflix Inc
         % of fund invested: 3.07%
         $USD invested: $5.46M
  • 10. NVIDIA Corp
         % of fund invested: 16%
         $USD invested: $28.58M

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 Touchstone Large Company Growth Fund

Totals

Holdings
Assets
Weight
Prisons
3
$45.01M
25%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
3
$45.01M
25%
     Borders high risk
0
$0
0%
Total
3
$45.01M
25%
Full fund results

Holdings — 3 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$21.18M
12%
Prisons
Borders :
$21.18M
12%
2.
Amazon.com Inc
Prisons
Borders
$13.2M
7.44%
Prisons
Borders :
$13.2M
7.44%
3.
Alphabet Inc Class A
Prisons
Borders
$10.63M
5.99%
Prisons
Borders :
$10.63M
5.99%
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