VY® CBRE Real Estate Portfolio
Shareclass
VY® CBRE Real Estate S2 (IVRTX)
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 VY® CBRE Real Estate Portfolio
FUND COVERAGE
# of holdings32
% of assets96%
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
7 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Welltower Inc8.42%$12.53M
- 2. VICI Properties Inc Ordinary Shares4.52%$6.72M
- 3. Omega Healthcare Investors Inc1.55%$2.3M
- 4. Ventas Inc4.78%$7.1M
- 5. Equinix Inc8.71%$12.96M
- 6. Essential Properties Realty Trust Inc2.21%$3.29M
- 7. Camden Property Trust1.45%$2.16M
- 8. Iron Mountain Inc3.14%$4.67M
- 9. Invitation Homes Inc1.21%$1.8M
- 10. Healthpeak Properties Inc3.12%$4.64M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. American Healthcare REIT Inc Ordinary Shares2.76%$4.11M
- 2. Stag Industrial Inc2.57%$3.82M
- 3. COPT Defense Properties1.19%$1.78M
- 4. Sunstone Hotel Investors Inc1.01%$1.5M
- 5. CubeSmart2.3%$3.42M
- 6. UDR Inc3.49%$5.2M
- 7. Simon Property Group Inc4.85%$7.21M
- 8. First Industrial Realty Trust Inc3.18%$4.73M
- 9. Vornado Realty Trust1.95%$2.9M
- 10. Digital Realty Trust Inc2.67%$3.98M
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 VY® CBRE Real Estate Portfolio
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
0
$0
0%
Borders high risk
0
$0
0%
Total
0
$0
0%
Holdings — 0 flagged holdings
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.
VY® CBRE Real Estate Portfolio IVRTX
Environment
Social
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