Gender equality score
53
/ 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: 370 out of 2,470 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
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.
BlackRock Equity Dividend Fund MADVX
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. Sanofi SA1.87% of assets$371.12M invested
- 2. AstraZeneca PLC1.22% of assets$242.39M invested
- 3. JPMorgan Chase & Co1.56% of assets$308.55M invested
- 4. Wells Fargo & Co3.24% of assets$642.57M invested
- 5. Unilever PLC ADR1.98% of assets$393.1M invested
- 6. Bank of America Corp1.6% of assets$318.4M invested
- 7. AT&T Inc0.72% of assets$143.48M invested
- 8. Mondelez International Inc Class A0.25% of assets$49.73M invested
- 9. BP PLC2.83% of assets$560.93M invested
- 10. Verizon Communications Inc1.03% of assets$203.96M 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. SS&C Technologies Holdings Inc2.06% of assets$408.71M invested
- 2. Enterprise Products Partners LP2.19% of assets$434.42M invested
- 3. Apollo Global Management Inc Class A1.02% of assets$202.49M invested
- 4. Komatsu Ltd0.96% of assets$190.98M invested
- 5. First Citizens BancShares Inc Class A1.9% of assets$376.71M invested
- 6. Charles Schwab Corp0.43% of assets$84.93M invested
- 7. Cognizant Technology Solutions Corp Class A2.6% of assets$515.72M invested
- 8. Sealed Air Corp1.32% of assets$262.55M invested
- 9. Dollar General Corp1.21% of assets$240.31M invested
- 10. Panasonic Holdings Corp1.06% of assets$209.92M invested
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Financial performance
Performance data provided by
Find more financial data on MADVX 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.
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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco: