US Strategic Equity Fund - Russell Investments
Shareclass
US Strategic Equity Fund Class M (RUSTX)
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 US Strategic Equity Fund - Russell Investments
FUND COVERAGE
# of holdings397
% of assets97%
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
8 / 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. GSK PLC0.17%$5.11M
- 2. Diageo PLC0.19%$5.66M
- 3. Sanofi SA0.15%$4.65M
- 4. Procter & Gamble Co/The0.19%$5.77M
- 5. Boston Scientific Corp0.07%$2.12M
- 6. BP PLC0.13%$4.04M
- 7. Marriott International Inc/MD0.08%$2.31M
- 8. Bank of America Corp0.54%$16.41M
- 9. Welltower Inc0.08%$2.54M
- 10. Mondelez International Inc0.12%$3.63M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Argan Inc0.1%$3.11M
- 2. ROBLOX Corp0.15%$4.47M
- 3. Lennar Corp0.06%$1.89M
- 4. Varonis Systems Inc0.08%$2.53M
- 5. Palantir Technologies Inc0.21%$6.31M
- 6. DigitalOcean Holdings Inc0.06%$1.93M
- 7. Old Dominion Freight Line Inc0.04%$1.35M
- 8. Super Micro Computer Inc0.04%$1.24M
- 9. Roku Inc0.19%$5.77M
- 10. Brown & Brown Inc0.04%$1.22M
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 US Strategic Equity Fund - Russell Investments
Totals
Holdings
Assets
Weight
Prisons
22.0
$567.5M
19%
Prisons high risk
2.0
$5.2M
0.17%
Private prisons
0.0
$0
0%
Borders
20.0
$525.67M
17%
Borders high risk
9.0
$48.43M
1.58%
Total
32.0
$641.3M
21%
Holdings — 32 flagged holdings
1.
Microsoft Corp
:$150.16M
4.91%
2.
Alphabet Inc
:$114.15M
3.73%
3.
Amazon.com Inc
:$105.11M
3.44%
4.
Alphabet Inc
:$46.42M
1.52%
5.
General Motors Co
:$18.74M
0.61%
6.
Costco Wholesale Corp
$18.18M
0.59%
7.
Walmart Inc
$17.71M
0.58%
8.
Berkshire Hathaway Inc
$16.71M
0.55%
9.
AT&T Inc
:$15.79M
0.52%
10.
Kroger Co/The
$12.98M
0.42%
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.
US Strategic Equity Fund - Russell Investments RUSTX
Environment
Social
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