UBS US Dividend Ruler Fund
Shareclass
UBS US Dividend Ruler P2 (DVRPX)
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 UBS US Dividend Ruler Fund
FUND COVERAGE
# of holdings31
% of assets94%
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
9 / 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. Procter & Gamble Co2.39%$6.37M
- 2. JPMorgan Chase & Co4.69%$12.52M
- 3. Accenture PLC Class A1.2%$3.2M
- 4. Johnson & Johnson2.43%$6.49M
- 5. Microsoft Corp10%$27.75M
- 6. BlackRock Inc3.54%$9.47M
- 7. McDonald's Corp2.46%$6.57M
- 8. AbbVie Inc2.46%$6.58M
- 9. Trane Technologies PLC Class A2.25%$6M
- 10. Coca-Cola Co2.64%$7.05M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. NextEra Energy Inc2.78%$7.42M
- 2. Broadcom Inc6.8%$18.16M
- 3. The Home Depot Inc3.21%$8.57M
- 4. Linde PLC2.76%$7.37M
- 5. Prologis Inc2.51%$6.71M
- 6. Analog Devices Inc2.62%$6.99M
- 7. Oracle Corp4.55%$12.15M
- 8. TJX Companies Inc3.14%$8.39M
- 9. RTX Corp2.5%$6.67M
- 10. Eaton Corp PLC3.12%$8.35M
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
Totals
Holdings
Assets
Weight
Prisons
2
$34.32M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
3
$37.62M
14%
Borders high risk
1
$6.67M
2.5%
Total
4
$44.19M
17%
Holdings — 4 flagged holdings
1.
Microsoft Corp
:$27.75M
10%
2.
RTX Corp
:$6.67M
2.5%
3.
McDonald's Corp
$6.57M
2.46%
4.
Accenture PLC Class A
:$3.2M
1.2%
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 DVRPX
Environment
Social
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