VY® Morgan Stanley Global Franchise Portfolio
Shareclass
VY® Morgan Stanley Global Franchise S (IVGTX)
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 VY® Morgan Stanley Global Franchise Portfolio
FUND COVERAGE
# of holdings32
% of assets98%
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
29 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 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. Procter & Gamble Co3.49%$3.12M
- 2. L'Oreal SA3.47%$3.11M
- 3. Haleon PLC3.03%$2.71M
- 4. Philip Morris International Inc1.34%$1.2M
- 5. Experian PLC1.59%$1.42M
- 6. Accenture PLC Class A2.1%$1.88M
- 7. Uber Technologies Inc1.56%$1.4M
- 8. SAP SE7.93%$7.09M
- 9. Microsoft Corp9.1%$8.13M
- 10. S&P Global Inc3.1%$2.77M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Synopsys Inc2.25%$2.01M
- 2. Steris PLC1.76%$1.58M
- 3. Booking Holdings Inc2.81%$2.51M
- 4. Arthur J. Gallagher & Co4.1%$3.67M
- 5. Roper Technologies Inc3.19%$2.86M
- 6. MSCI Inc1.77%$1.59M
- 7. AutoZone Inc1.72%$1.54M
- 8. Intercontinental Exchange Inc2.99%$2.67M
- 9. Aon PLC Class A2.59%$2.31M
- 10. Broadridge Financial Solutions Inc1.74%$1.56M
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® Morgan Stanley Global Franchise Portfolio
Totals
Holdings
Assets
Weight
Prisons
2
$11.63M
13%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$21.8M
24%
Borders high risk
0
$0
0%
Total
6
$21.8M
24%
Holdings — 6 flagged holdings
1.
Microsoft Corp
:$8.13M
9.1%
2.
RELX PLC
:$4.36M
4.88%
3.
Alphabet Inc Class A
:$3.5M
3.91%
4.
Thermo Fisher Scientific Inc
:$2.64M
2.95%
5.
Accenture PLC Class A
:$1.88M
2.1%
6.
Equifax Inc
:$1.28M
1.44%
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® Morgan Stanley Global Franchise Portfolio IVGTX
Environment
Social
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