Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 178 out of 2,432 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10

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.
American Century Sustainable Equity Fund AFDAX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Procter & Gamble Co1.16% of assets$32.56M invested
- 2. Cummins Inc0.82% of assets$23.11M invested
- 3. S&P Global Inc0.9% of assets$25.38M invested
- 4. JPMorgan Chase & Co1.35% of assets$37.88M invested
- 5. Accenture PLC Class A1.14% of assets$32.04M invested
- 6. Bank of America Corp0.32% of assets$8.93M invested
- 7. Mondelez International Inc Class A0.77% of assets$21.72M invested
- 8. Verizon Communications Inc1.1% of assets$30.81M invested
- 9. American Express Co0.51% of assets$14.41M invested
- 10. Mastercard Inc Class A1.13% of assets$31.87M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Cognex Corp0.19% of assets$5.26M invested
- 2. Generac Holdings Inc0.24% of assets$6.72M invested
- 3. Cadence Design Systems Inc0.48% of assets$13.61M invested
- 4. Parker Hannifin Corp0.33% of assets$9.31M invested
- 5. Linde PLC1.29% of assets$36.27M invested
- 6. Advanced Micro Devices Inc0.46% of assets$13.03M invested
- 7. Masco Corp0.5% of assets$14.01M invested
- 8. Costco Wholesale Corp0.69% of assets$19.44M invested
- 9. Applied Materials Inc0.64% of assets$18.08M invested
- 10. SLB2.13% of assets$59.76M invested
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Financial performance
Performance data provided by
Find more financial data on AFDAX at Morningstar.com

Gender Equality and Returns

Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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More from Invest Your Values
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