Virtus Duff & Phelps Water Fund
Shareclass
Virtus Duff & Phelps Water Inst (AWTIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Virtus Duff & Phelps Water Fund
FUND COVERAGE
# of holdings33
% of assets92%
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
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. United Utilities Group PLC Class A3.7%$21.16M
- 2. Severn Trent PLC5.15%$29.49M
- 3. Halma PLC1.51%$8.64M
- 4. Xylem Inc10%$58.03M
- 5. Arcadis NV1.42%$8.14M
- 6. IDEX Corp1.3%$7.43M
- 7. Ecolab Inc4.44%$25.43M
- 8. American Water Works Co Inc4.67%$26.76M
- 9. Veolia Environnement SA4.44%$25.43M
- 10. Thermo Fisher Scientific Inc1.2%$6.87M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Advanced Drainage Systems Inc3.31%$18.94M
- 2. Core & Main Inc Class A3.17%$18.14M
- 3. Franklin Electric Co Inc1.62%$9.29M
- 4. Zurn Elkay Water Solutions Corp1.23%$7.07M
- 5. Mueller Water Products Inc Class A shares2.49%$14.29M
- 6. Geberit AG2.66%$15.22M
- 7. Watts Water Technologies Inc Class A1.69%$9.67M
- 8. Kurita Water Industries Ltd1.64%$9.36M
- 9. Waste Management Inc0.89%$5.08M
- 10. Valmont Industries Inc3.24%$18.58M
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 Virtus Duff & Phelps Water Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$6.87M
1.2%
Borders high risk
0
$0
0%
Total
1
$6.87M
1.2%
Holdings — 1 flagged holdings
1.
Thermo Fisher Scientific Inc
:$6.87M
1.2%
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.
Virtus Duff & Phelps Water Fund AWTIX
Environment
Social
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