Victory Pioneer Balanced Fund
Shareclass
Victory Pioneer Balanced R6 (PCBKX)
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 Victory Pioneer Balanced Fund
FUND COVERAGE
# of holdings54
% of assets66%
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
19 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Merck KGaA0.58%$2.5M
- 2. Bank of America Corp0.9%$3.9M
- 3. Shell PLC ADR (Representing - Ordinary Shares)0.92%$4.01M
- 4. Prysmian SpA1.42%$6.17M
- 5. Vertex Pharmaceuticals Inc1.05%$4.58M
- 6. Microsoft Corp4.47%$19.43M
- 7. PayPal Holdings Inc0.65%$2.81M
- 8. Keysight Technologies Inc0.96%$4.19M
- 9. Teck Resources Ltd Class B (Sub Voting)0.65%$2.82M
- 10. AbbVie Inc1.62%$7.02M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Vertiv Holdings Co Class A1.03%$4.49M
- 2. Reliance Inc0.6%$2.6M
- 3. Ulta Beauty Inc0.99%$4.3M
- 4. SL Green Realty Corp0.86%$3.72M
- 5. BJ's Wholesale Club Holdings Inc0.84%$3.65M
- 6. Honda Motor Co Ltd ADR0.42%$1.83M
- 7. Targa Resources Corp0.8%$3.48M
- 8. Digital Realty Trust Inc0.74%$3.23M
- 9. Qualcomm Inc0.81%$3.51M
- 10. Pure Storage Inc Class A1.9%$8.24M
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 Pioneer Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
6
$80.43M
19%
Prisons high risk
2
$9.75M
2.24%
Private prisons
0
$0
0%
Borders
6
$74.89M
17%
Borders high risk
2
$9.75M
2.24%
Total
7
$82.26M
19%
Holdings — 7 flagged holdings
1.
Alphabet Inc Class A
:$31.5M
7.25%
2.
Microsoft Corp
:$19.43M
4.47%
3.
Amazon.com Inc
:$12.38M
2.85%
4.
Cardinal Health Inc
$7.37M
1.69%
5.
Citizens Financial Group Inc
:$5.53M
1.27%
6.
Motorola Solutions Inc
:$4.22M
0.97%
7.
Honda Motor Co Ltd ADR
:$1.83M
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.
Victory Pioneer Balanced Fund PCBKX
Environment
Social
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