Transamerica US Growth - Transamerica

Shareclass
Transamerica US Growth R6 (TAGHX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Transamerica US Growth - Transamerica

FUND COVERAGE
# of holdings58
% of assets99%
Score
53 / 100
Rank

27.4 percentile

Group: U.S. Large Cap Equity

Rank: #1,000 out of 1,374

Grade
D

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

25 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 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
         % of fund invested: 2.74%
         $USD invested: $77.95M
  • 2. Hilton Worldwide Holdings Inc
         % of fund invested: 1.2%
         $USD invested: $33.98M
  • 3. Wells Fargo & Co
         % of fund invested: 0.61%
         $USD invested: $17.25M
  • 4. Vertex Pharmaceuticals Inc
         % of fund invested: 1.22%
         $USD invested: $34.59M
  • 5. Microsoft Corp
         % of fund invested: 6.37%
         $USD invested: $181.12M
  • 6. Cummins Inc
         % of fund invested: 0.54%
         $USD invested: $15.37M
  • 7. General Electric Co
         % of fund invested: 1.55%
         $USD invested: $44.05M
  • 8. Walmart Inc
         % of fund invested: 1.1%
         $USD invested: $31.27M
  • 9. Intuit Inc
         % of fund invested: 0.85%
         $USD invested: $24.23M
  • 10. American Express Co
         % of fund invested: 0.78%
         $USD invested: $22.26M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. EchoStar Corp
         % of fund invested: 0.37%
         $USD invested: $10.5M
  • 2. Shopify Inc
         % of fund invested: 0.6%
         $USD invested: $17.02M
  • 3. FTAI Aviation Ltd
         % of fund invested: 0.8%
         $USD invested: $22.67M
  • 4. Palantir Technologies Inc
         % of fund invested: 0.84%
         $USD invested: $23.83M
  • 5. AppLovin Corp
         % of fund invested: 0.6%
         $USD invested: $16.94M
  • 6. O'Reilly Automotive Inc
         % of fund invested: 0.76%
         $USD invested: $21.63M
  • 7. Interactive Brokers Group Inc
         % of fund invested: 0.6%
         $USD invested: $17.11M
  • 8. Credo Technology Group Holding Ltd
         % of fund invested: 0.34%
         $USD invested: $9.53M
  • 9. Broadcom Inc
         % of fund invested: 5.73%
         $USD invested: $162.88M
  • 10. Cadence Design Systems Inc
         % of fund invested: 1.11%
         $USD invested: $31.65M

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 Transamerica US Growth - Transamerica

Totals

Holdings
Assets
Weight
Prisons
5.0
$610.74M
21%
     Prisons high risk
1.0
$14.52M
0.51%
     Private prisons
0.0
$0
0%
Borders
5.0
$603.3M
21%
     Borders high risk
2.0
$38.36M
1.35%
Total
6.0
$634.58M
22%
Full fund results

Holdings — 6 flagged holdings

1.
Alphabet Inc
Prisons
Borders
$228.67M
8.04%
Prisons
Borders :
$228.67M
8.04%
2.
Microsoft Corp
Prisons
Borders
$181.12M
6.37%
Prisons
Borders :
$181.12M
6.37%
3.
Amazon.com Inc
Prisons
Borders
$155.16M
5.46%
Prisons
Borders :
$155.16M
5.46%
4.
Walmart Inc
Prisons
$31.27M
1.1%
Prisons
$31.27M
1.1%
5.
Palantir Technologies Inc
Borders
$23.83M
0.84%
Borders :
$23.83M
0.84%
6.
Axon Enterprise Inc
Prisons
Borders
$14.52M
0.51%
Prisons
Borders :
$14.52M
0.51%
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