Vaughan Nelson Select Fund - Natixis
Shareclass
Vaughan Nelson Select Fund Class Y (VNSYX)
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 Vaughan Nelson Select Fund - Natixis
FUND COVERAGE
# of holdings25
% of assets88%
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. Mondelez International Inc1.81%$10.09M
- 2. JPMorgan Chase & Co4.02%$22.47M
- 3. Xylem Inc/NY1.94%$10.84M
- 4. Microsoft Corp5.77%$32.23M
- 5. ServiceNow Inc1.95%$10.88M
- 6. Exxon Mobil Corp1.92%$10.7M
- 7. Meta Platforms Inc4.23%$23.62M
- 8. Alphabet Inc7.55%$42.17M
- 9. Sherwin-Williams Co/The2.35%$13.1M
- 10. NVIDIA Corp6.72%$37.55M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Berkshire Hathaway Inc3.07%$17.15M
- 2. O'Reilly Automotive Inc3.2%$17.9M
- 3. Broadcom Inc4.17%$23.3M
- 4. TransDigm Group Inc2.32%$12.96M
- 5. United Rentals Inc3.81%$21.29M
- 6. TopBuild Corp2.06%$11.5M
- 7. Monolithic Power Systems Inc4.07%$22.72M
- 8. Expand Energy Corp2.39%$13.37M
- 9. Intercontinental Exchange Inc2.52%$14.05M
- 10. Spotify Technology SA2%$11.19M
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 Vaughan Nelson Select Fund - Natixis
Totals
Holdings
Assets
Weight
Prisons
4.0
$126.85M
23%
Prisons high risk
0.0
$0
0%
Private prisons
0.0
$0
0%
Borders
3.0
$109.7M
20%
Borders high risk
0.0
$0
0%
Total
4.0
$126.85M
23%
Holdings — 4 flagged holdings
1.
Alphabet Inc
:$42.17M
7.55%
2.
Amazon.com Inc
:$35.31M
6.32%
3.
Microsoft Corp
:$32.23M
5.77%
4.
Berkshire Hathaway Inc
$17.15M
3.07%
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.
Vaughan Nelson Select Fund - Natixis VNSYX
Environment
Social
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