Victory Income Stock Fund
Shareclass
Victory Income Stock Institutional (UIISX)
Type
Open-end mutual fund
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Victory Income Stock Fund
FUND COVERAGE
# of holdings148
% of assets100%
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
28 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co1.47%$38.31M
- 2. Welltower Inc0.58%$15.12M
- 3. Philip Morris International Inc0.72%$18.69M
- 4. New York Times Co Class A0.18%$4.61M
- 5. JPMorgan Chase & Co2.8%$73.17M
- 6. Wells Fargo & Co0.54%$14.23M
- 7. Ralph Lauren Corp Class A0.69%$18.09M
- 8. Edison International1.06%$27.67M
- 9. Accenture PLC Class A1.44%$37.65M
- 10. PepsiCo Inc0.66%$17.19M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rithm Capital Corp0.15%$3.8M
- 2. Lennar Corp Class A0.44%$11.5M
- 3. Reliance Inc0.69%$17.91M
- 4. Steel Dynamics Inc0.41%$10.76M
- 5. Evercore Inc Class A0.57%$14.85M
- 6. American Healthcare REIT Inc Ordinary Shares0.16%$4.08M
- 7. Cincinnati Financial Corp0.3%$7.85M
- 8. Comfort Systems USA Inc0.37%$9.74M
- 9. American Financial Group Inc0.29%$7.48M
- 10. CF Industries Holdings Inc1.47%$38.41M
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 Victory Income Stock Fund
Totals
Holdings
Assets
Weight
Prisons
9
$131.16M
5.02%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
5
$114.36M
4.38%
Borders high risk
2
$39.53M
1.51%
Total
12
$208.34M
7.97%
Holdings — 12 flagged holdings
1.
Accenture PLC Class A
:$37.65M
1.44%
2.
Lockheed Martin Corp
:$31.93M
1.22%
3.
First Horizon Corp
:$21.16M
0.81%
4.
The Kroger Co
$19.74M
0.76%
5.
Alphabet Inc Class A
:$16.02M
0.61%
6.
Cardinal Health Inc
$15.71M
0.6%
7.
McDonald's Corp
$15.53M
0.59%
8.
3M Co
$15.18M
0.58%
9.
Yum Brands Inc
$12.75M
0.49%
10.
Elevance Health Inc
$8.73M
0.33%
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.
Victory Income Stock Fund UIISX
Environment
Social
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