Transamerica Sustainable Equity Income Fund
Shareclass
Transamerica Sustainable Equity Inc I2 (TRDIX)
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 Sustainable Equity Income Fund
FUND COVERAGE
# of holdings45
% of assets96%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 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. Bank of America Corp3.77%$7.41M
- 2. Schneider Electric SE ADR2.35%$4.63M
- 3. Colgate-Palmolive Co2.79%$5.48M
- 4. Xylem Inc1.65%$3.25M
- 5. Bristol-Myers Squibb Co1.33%$2.62M
- 6. TELUS Corp1.13%$2.23M
- 7. Microsoft Corp3.19%$6.28M
- 8. Merck & Co Inc1.4%$2.75M
- 9. Kimberly-Clark Corp1.87%$3.68M
- 10. IDEX Corp1.46%$2.88M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Steel Dynamics Inc1.74%$3.43M
- 2. Cincinnati Financial Corp2.24%$4.42M
- 3. Broadcom Inc4.1%$8.07M
- 4. D.R. Horton Inc1.42%$2.8M
- 5. United Rentals Inc2.66%$5.24M
- 6. Costco Wholesale Corp1.32%$2.6M
- 7. Digital Realty Trust Inc1.59%$3.12M
- 8. Packaging Corp of America1.51%$2.97M
- 9. Quest Diagnostics Inc2.67%$5.25M
- 10. The Home Depot Inc2.89%$5.69M
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 Sustainable Equity Income Fund
Totals
Holdings
Assets
Weight
Prisons
4
$17.26M
8.78%
Prisons high risk
1
$4.36M
2.22%
Private prisons
0
$0
0%
Borders
4
$16.91M
8.59%
Borders high risk
1
$4.36M
2.22%
Total
5
$19.51M
9.92%
Holdings — 5 flagged holdings
1.
Microsoft Corp
:$6.28M
3.19%
2.
Citizens Financial Group Inc
:$4.36M
2.22%
3.
Alphabet Inc Class A
:$4.01M
2.04%
4.
Costco Wholesale Corp
$2.6M
1.32%
5.
RELX PLC ADR
:$2.25M
1.14%
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 Sustainable Equity Income Fund TRDIX
Environment
Social
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