Transamerica Asset Allocation Moderate Growth Portfolio Fund
Shareclass
Transamerica Asset Allocation Mod Gr R3 (TAALX)
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 Transamerica Asset Allocation Moderate Growth Portfolio Fund
FUND COVERAGE
# of holdings1,157
% of assets66%
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
Top 10 holdings by Gender Equality score
- 1. Transurban Group<0.01%$1,875
- 2. QBE Insurance Group Ltd0.02%$416,032
- 3. Allianz SE0.08%$1.34M
- 4. Qantas Airways Ltd0.07%$1.16M
- 5. AstraZeneca PLC0.06%$1.05M
- 6. ASX Ltd<0.01%$457
- 7. Standard Chartered PLC0.03%$521,437
- 8. CAR Group Ltd<0.01%$561
- 9. Aena SME SA<0.01%$1,292
- 10. Yara International ASA<0.01%$381
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Shopify Inc Registered Shs -A- Subord Vtg0.3%$5.3M
- 2. Supernus Pharmaceuticals Inc<0.01%$38,371
- 3. FTAI Aviation Ltd0.18%$3.21M
- 4. Constellation Software Inc0.07%$1.22M
- 5. IonQ Inc Class A0.1%$1.71M
- 6. Chewy Inc0.02%$433,805
- 7. Argan Inc<0.01%$165,919
- 8. First Merchants Corp<0.01%$82,683
- 9. QXO Inc0.06%$1.03M
- 10. ADMA Biologics Inc0.01%$214,156
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 Transamerica Asset Allocation Moderate Growth Portfolio Fund
Totals
Holdings
Assets
Weight
Prisons
19
$128.39M
7.24%
Prisons high risk
5
$8.57M
0.48%
Private prisons
1
$703,017
0.04%
Borders
28
$151.35M
8.54%
Borders high risk
12
$26.66M
1.5%
Total
38
$156.86M
8.85%
Holdings — 38 flagged holdings
1.
Microsoft Corp
:$37.22M
2.1%
2.
Alphabet Inc Class A
:$36.55M
2.06%
3.
Amazon.com Inc
:$30.85M
1.74%
4.
RTX Corp
:$10.4M
0.59%
5.
General Motors Co
:$6.78M
0.38%
6.
Thermo Fisher Scientific Inc
:$6.53M
0.37%
7.
Motorola Solutions Inc
:$6.3M
0.36%
8.
Textron Inc
:$4.29M
0.24%
9.
Walmart Inc
$3.85M
0.22%
10.
Palantir Technologies Inc Ordinary Shares - Class A
:$3.74M
0.21%
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.
Transamerica Asset Allocation Moderate Growth Portfolio Fund TAALX
Environment
Social
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