Brookfield Global Renewables & Sustainable Infrastructure Fund
Shareclass
Brookfield Global Rnwbls & Sst Infrs I (GRSIX)
Type
Open-end mutual fund
Manager
Gender equality score
59
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: Sector Equity Funds
Ranking: 26 out of 867 funds
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Groups
Categories
Gender balance in leadership and workforce
29/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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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.
Brookfield Global Renewables & Sustainable Infrastructure Fund GRSIX
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. National Grid PLC4.12% of assets$2.38M invested
- 2. Iberdrola SA6.15% of assets$3.55M invested
- 3. Enel SpA6.09% of assets$3.52M invested
- 4. Redeia Corporacion SA2.22% of assets$1.28M invested
- 5. Schneider Electric SE2.63% of assets$1.52M invested
- 6. Severn Trent PLC3.17% of assets$1.83M invested
- 7. Xylem Inc1.88% of assets$1.08M invested
- 8. SSE PLC3.86% of assets$2.23M invested
- 9. TXNM Energy Inc3.93% of assets$2.27M invested
- 10. First Solar Inc2.17% of assets$1.25M 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. Waste Connections Inc4.53% of assets$2.61M invested
- 2. Itron Inc2.7% of assets$1.56M invested
- 3. Bloom Energy Corp Class A0.93% of assets$539,706 invested
- 4. Clearway Energy Inc Class C2.18% of assets$1.26M invested
- 5. Waste Management Inc4.47% of assets$2.58M invested
- 6. Boralex Inc Class A1.64% of assets$947,193 invested
- 7. Carrier Global Corp Ordinary Shares3.24% of assets$1.87M invested
- 8. Public Service Enterprise Group Inc6.39% of assets$3.69M invested
- 9. Xcel Energy Inc4.14% of assets$2.39M invested
- 10. E.ON SE5.43% of assets$3.14M invested
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Financial performance
Performance data provided by
Find more financial data on GRSIX at Morningstar.com
Find more financial data on GRSIX at Morningstar.comGender 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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