American Funds Fundamental Investors - American Funds/Capital Group
Shareclass
American Funds Fundamental Investors Class R-1 (RFNAX)
Type
Open-end mutual fund
Manager
Filing
Gender equality score
52
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Large Cap Equity
Ranking: 1,081 out of 1,373 funds
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Groups
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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 Funds Fundamental Investors - American Funds/Capital Group RFNAX
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. AstraZeneca PLC0.44% of assets$718.82M invested
- 2. Publicis Groupe SA0.55% of assets$884.74M invested
- 3. Procter & Gamble Co/The0.07% of assets$111.18M invested
- 4. Novo Nordisk A/S0.11% of assets$175.32M invested
- 5. Bank of America Corp0.31% of assets$493.68M invested
- 6. Danone SA0.04% of assets$62.86M invested
- 7. Welltower Inc0.83% of assets$1.34B invested
- 8. Schneider Electric SE0.17% of assets$273.61M invested
- 9. Mondelez International Inc0.16% of assets$262.58M invested
- 10. Mastercard Inc0.48% of assets$772.59M 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. Taiwan Semiconductor Manufacturing Co Ltd2.02% of assets$3.26B invested
- 2. Taiwan Semiconductor Manufacturing Co Ltd1.03% of assets$1.67B invested
- 3. Grupo Mexico SAB de CV0.62% of assets$1.01B invested
- 4. XP Inc0.1% of assets$169.06M invested
- 5. Shopify Inc0.73% of assets$1.18B invested
- 6. FTAI Aviation Ltd0.32% of assets$510.98M invested
- 7. Viper Energy Inc0.07% of assets$114.41M invested
- 8. Constellation Software Inc/Canada0.24% of assets$392.91M invested
- 9. Carvana Co0.19% of assets$313.9M invested
- 10. ROBLOX Corp0.42% of assets$685.13M invested
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