Victory Pioneer Solutions Balanced Fund

Shareclass
Victory Pioneer Solutions Balanced Y (IMOYX)
Type
Open-end mutual fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Victory Pioneer Solutions Balanced Fund

FUND COVERAGE
# of holdings249
% of assets47%
Score
55 / 100
Rank

88.8 percentile

Group: Allocation

Rank: #74 out of 653

Grade
A

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

11 / 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. Standard Chartered PLC
         % of fund invested: 0.14%
         $USD invested: $581,801
  • 2. Sanofi SA
         % of fund invested: 0.78%
         $USD invested: $3.31M
  • 3. Sanofi SA ADR
         % of fund invested: 0.03%
         $USD invested: $105,824
  • 4. BNP Paribas Act. Cat.A
         % of fund invested: 0.49%
         $USD invested: $2.07M
  • 5. Novo Nordisk AS ADR
         % of fund invested: 0.06%
         $USD invested: $265,174
  • 6. Biogen Inc
         % of fund invested: <0.01%
         $USD invested: $25,804
  • 7. Aviva PLC
         % of fund invested: 0.13%
         $USD invested: $554,679
  • 8. BP PLC ADR
         % of fund invested: 0.08%
         $USD invested: $355,568
  • 9. Merck KGaA
         % of fund invested: 0.03%
         $USD invested: $108,517
  • 10. Bank of America Corp
         % of fund invested: 1.5%
         $USD invested: $6.35M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Rithm Capital Corp
         % of fund invested: 0.05%
         $USD invested: $203,238
  • 2. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 0.02%
         $USD invested: $70,563
  • 3. Celsius Holdings Inc
         % of fund invested: 0.05%
         $USD invested: $231,888
  • 4. Vertiv Holdings Co Class A
         % of fund invested: 0.05%
         $USD invested: $212,085
  • 5. Shimamura Co Ltd
         % of fund invested: 0.35%
         $USD invested: $1.49M
  • 6. Reliance Inc
         % of fund invested: 0.03%
         $USD invested: $112,900
  • 7. Permian Resources Corp Class A
         % of fund invested: 0.08%
         $USD invested: $319,866
  • 8. Cal-Maine Foods Inc
         % of fund invested: 0.05%
         $USD invested: $213,659
  • 9. The Middleby Corp
         % of fund invested: <0.01%
         $USD invested: $14,137
  • 10. O'Reilly Automotive Inc
         % of fund invested: <0.01%
         $USD invested: $36,431

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 Victory Pioneer Solutions Balanced Fund

Totals

Holdings
Assets
Weight
Prisons
13
$19.58M
4.64%
     Prisons high risk
3
$6.05M
1.43%
     Private prisons
0
$0
0%
Borders
13
$16.44M
3.89%
     Borders high risk
3
$6.05M
1.43%
Total
17
$19.78M
4.68%
Full fund results

Holdings — 17 flagged holdings

1.
Alphabet Inc Class A
Prisons
Borders
$4.52M
1.07%
Prisons
Borders :
$4.52M
1.07%
2.
Regions Financial Corp
Prisons
Borders
$4.2M
0.99%
Prisons
Borders :
$4.2M
0.99%
3.
Amazon.com Inc
Prisons
Borders
$4.07M
0.96%
Prisons
Borders :
$4.07M
0.96%
4.
Cardinal Health Inc
Prisons
$2.82M
0.67%
Prisons
$2.82M
0.67%
5.
Citizens Financial Group Inc
Prisons
Borders
$1.65M
0.39%
Prisons
Borders :
$1.65M
0.39%
6.
Microsoft Corp
Prisons
Borders
$1.16M
0.27%
Prisons
Borders :
$1.16M
0.27%
7.
Capgemini SE
Prisons
Borders
$343,644
0.08%
Prisons
Borders :
$343,644
0.08%
8.
Cal-Maine Foods Inc
Prisons
$213,659
0.05%
Prisons
$213,659
0.05%
9.
Motorola Solutions Inc
Prisons
Borders
$204,359
0.05%
Prisons
Borders :
$204,359
0.05%
10.
3M Co
Prisons
$202,134
0.05%
Prisons
$202,134
0.05%
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