Victory Target Retirement 2050 Fund - Victory

Shareclass
Victory Target Retirement 2050 Fund (URFFX)
Type
Open-end mutual fund
Manager
Target date
Victory Target Retirement Fund - Victory

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Victory Target Retirement 2050 Fund - Victory

FUND COVERAGE
# of holdings1,631
% of assets79%
Score
53 / 100
Rank

21.7 percentile

Group: Allocation

Rank: #512 out of 651

Grade
D

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

9 / 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. QBE Insurance Group Ltd
         % of fund invested: 0.02%
         $USD invested: $211,224
  • 2. Allianz SE
         % of fund invested: 0.29%
         $USD invested: $3.36M
  • 3. International Flavors & Fragrances Inc
         % of fund invested: <0.01%
         $USD invested: $29,790
  • 4. AstraZeneca PLC
         % of fund invested: 0.15%
         $USD invested: $1.74M
  • 5. Qantas Airways Ltd
         % of fund invested: 0.05%
         $USD invested: $570,121
  • 6. Standard Chartered PLC
         % of fund invested: 0.11%
         $USD invested: $1.28M
  • 7. Aena SME SA
         % of fund invested: 0.12%
         $USD invested: $1.35M
  • 8. Yara International ASA
         % of fund invested: 0.05%
         $USD invested: $528,034
  • 9. GSK PLC
         % of fund invested: 0.21%
         $USD invested: $2.47M
  • 10. National Grid PLC
         % of fund invested: 0.02%
         $USD invested: $252,402
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: $136,666
  • 2. TG Therapeutics Inc
         % of fund invested: 0.01%
         $USD invested: $158,585
  • 3. Rithm Capital Corp
         % of fund invested: 0.02%
         $USD invested: $200,500
  • 4. TKO Group Holdings Inc
         % of fund invested: 0.01%
         $USD invested: $167,227
  • 5. EchoStar Corp
         % of fund invested: <0.01%
         $USD invested: $95,120
  • 6. AST SpaceMobile Inc
         % of fund invested: <0.01%
         $USD invested: $82,874
  • 7. Core Scientific Inc
         % of fund invested: <0.01%
         $USD invested: $51,613
  • 8. Shopify Inc
         % of fund invested: 0.12%
         $USD invested: $1.4M
  • 9. Supernus Pharmaceuticals Inc
         % of fund invested: 0.02%
         $USD invested: $191,913
  • 10. Astera Labs Inc
         % of fund invested: 0.01%
         $USD invested: $166,199

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 Target Retirement 2050 Fund - Victory

Totals

Holdings
Assets
Weight
Prisons
41.0
$91.69M
7.89%
     Prisons high risk
9.0
$5.22M
0.45%
     Private prisons
1.0
$289,591
0.02%
Borders
46.0
$86.77M
7.46%
     Borders high risk
20.0
$14.29M
1.23%
Total
65.0
$111.45M
9.59%
Full fund results

Holdings — 65 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$17.56M
1.51%
Prisons
Borders :
$17.56M
1.51%
2.
Alphabet Inc
Prisons
Borders
$13.83M
1.19%
Prisons
Borders :
$13.83M
1.19%
3.
Alphabet Inc
Prisons
Borders
$12.34M
1.06%
Prisons
Borders :
$12.34M
1.06%
4.
Amazon.com Inc
Prisons
Borders
$9.99M
0.86%
Prisons
Borders :
$9.99M
0.86%
5.
Walmart Inc
Prisons
$5.22M
0.45%
Prisons
$5.22M
0.45%
6.
Costco Wholesale Corp
Prisons
$3.93M
0.34%
Prisons
$3.93M
0.34%
7.
Salesforce Inc
Borders
$3.62M
0.31%
Borders :
$3.62M
0.31%
8.
HSBC Holdings PLC
Prisons
Borders
$3.51M
0.3%
Prisons
Borders :
$3.51M
0.3%
9.
Palantir Technologies Inc
Borders
$3.38M
0.29%
Borders :
$3.38M
0.29%
10.
Cardinal Health Inc
Prisons
$3.26M
0.28%
Prisons
$3.26M
0.28%
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