Vanguard Target Retirement 2035 Fund

Shareclass
Vanguard Target Retirement 2035 Fund (VTTHX)
Type
Open-end mutual fund
Manager
Target date
Vanguard Target Retirement Series

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Vanguard Target Retirement 2035 Fund

FUND COVERAGE
# of holdings3,347
% of assets55%
Score
54 / 100
Rank

53.4 percentile

Group: Allocation

Rank: #305 out of 652

Grade
C

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

10 / 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. National Bank of Canada
         % of fund invested: 0.03%
         $USD invested: $34.82M
  • 2. Transurban Group
         % of fund invested: 0.02%
         $USD invested: $24.95M
  • 3. GPT Group
         % of fund invested: <0.01%
         $USD invested: $5.9M
  • 4. QBE Insurance Group Ltd
         % of fund invested: 0.02%
         $USD invested: $18.07M
  • 5. Allianz SE
         % of fund invested: 0.11%
         $USD invested: $138.19M
  • 6. International Flavors & Fragrances Inc
         % of fund invested: 0.01%
         $USD invested: $12.98M
  • 7. AstraZeneca PLC
         % of fund invested: 0.17%
         $USD invested: $202.26M
  • 8. Qantas Airways Ltd
         % of fund invested: <0.01%
         $USD invested: $4.86M
  • 9. ASX Ltd
         % of fund invested: <0.01%
         $USD invested: $6.69M
  • 10. Viva Energy Group Ltd Ordinary Shares
         % of fund invested: <0.01%
         $USD invested: $1.3M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. GRAIL Inc
         % of fund invested: <0.01%
         $USD invested: $761,295
  • 2. Red Rock Resorts Inc Class A
         % of fund invested: <0.01%
         $USD invested: $2.37M
  • 3. TG Therapeutics Inc
         % of fund invested: <0.01%
         $USD invested: $3.16M
  • 4. Trump Media & Technology Group Corp
         % of fund invested: <0.01%
         $USD invested: $1.31M
  • 5. TKO Group Holdings Inc
         % of fund invested: <0.01%
         $USD invested: $9.31M
  • 6. EchoStar Corp Class A
         % of fund invested: <0.01%
         $USD invested: $6.14M
  • 7. Rithm Capital Corp
         % of fund invested: <0.01%
         $USD invested: $4.89M
  • 8. KBC Ancora SA
         % of fund invested: <0.01%
         $USD invested: $2.45M
  • 9. Gav-Yam Lands Corp Ltd
         % of fund invested: <0.01%
         $USD invested: $477,502
  • 10. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: <0.01%
         $USD invested: $6.59M

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 Vanguard Target Retirement 2035 Fund

Totals

Holdings
Assets
Weight
Prisons
49
$8.45B
7.01%
     Prisons high risk
16
$161.56M
0.13%
     Private prisons
5
$9.17M
<0.01%
Borders
57
$8.29B
6.88%
     Borders high risk
28
$1.01B
0.84%
Total
84
$10.15B
8.42%
Full fund results

Holdings — 84 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$2.82B
2.34%
Prisons
Borders :
$2.82B
2.34%
2.
Amazon.com Inc
Prisons
Borders
$1.64B
1.36%
Prisons
Borders :
$1.64B
1.36%
3.
Alphabet Inc Class A
Prisons
Borders
$925.88M
0.77%
Prisons
Borders :
$925.88M
0.77%
4.
Alphabet Inc Class C
Prisons
Borders
$746.54M
0.62%
Prisons
Borders :
$746.54M
0.62%
5.
Berkshire Hathaway Inc Class B
Prisons
$669.3M
0.56%
Prisons
$669.3M
0.56%
6.
Walmart Inc
Prisons
$320.03M
0.27%
Prisons
$320.03M
0.27%
7.
Costco Wholesale Corp
Prisons
$313.86M
0.26%
Prisons
$313.86M
0.26%
8.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$252.65M
0.21%
Borders :
$252.65M
0.21%
9.
HSBC Holdings PLC
Prisons
Borders
$191.14M
0.16%
Prisons
Borders :
$191.14M
0.16%
10.
Salesforce Inc
Borders
$174.52M
0.14%
Borders :
$174.52M
0.14%
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer