UBS US Dividend Ruler Fund - UBS
Shareclass
UBS US Dividend Ruler Fund Class P (DVRUX)
Type
Open-end mutual fund
Manager
Filing
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund UBS US Dividend Ruler Fund - UBS
FUND COVERAGE
# of holdings29
% of assets93%
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
8 / 30
Gender Equality: Policies Promoting Gender Equality
20 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. JPMorgan Chase & Co4.82%$13.87M
- 2. Johnson & Johnson3.62%$10.42M
- 3. Microsoft Corp10%$30.03M
- 4. Blackrock Inc3.42%$9.85M
- 5. McDonald's Corp2.92%$8.41M
- 6. AbbVie Inc2.81%$8.08M
- 7. Trane Technologies PLC2.34%$6.75M
- 8. Coca-Cola Co/The2.43%$6.99M
- 9. American Express Co3.27%$9.43M
- 10. Exxon Mobil Corp1.53%$4.41M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. NextEra Energy Inc2.52%$7.26M
- 2. Broadcom Inc7.29%$21M
- 3. Home Depot Inc/The3.25%$9.37M
- 4. Linde PLC3.36%$9.68M
- 5. Prologis Inc3.33%$9.58M
- 6. Analog Devices Inc2.75%$7.93M
- 7. Oracle Corp3.37%$9.71M
- 8. RTX Corp4.06%$11.69M
- 9. TJX Cos Inc/The3.23%$9.3M
- 10. Eaton Corp PLC3.04%$8.75M
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 UBS US Dividend Ruler Fund - UBS
Totals
Holdings
Assets
Weight
Prisons
2.0
$38.45M
13%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
2.0
$41.73M
14%
Borders high risk
1.0
$11.69M
4.06%
Total
3.0
$50.14M
17%
Holdings — 3 flagged holdings
1.
Microsoft Corp
:$30.03M
10%
2.
RTX Corp
:$11.69M
4.06%
3.
McDonald's Corp
$8.41M
2.92%
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.
UBS US Dividend Ruler Fund - UBS DVRUX
Environment
Social
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